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RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
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|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Charter Capital Management, LLC\DE
|
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|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
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|
|
Colonial Trust Co / SC
|
|
|
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|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
NewSquare Capital LLC
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Worldquant Millennium Advisors Llc
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Point72 Asset Management, L.P.
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|
Qrg Capital Management, Inc.
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Morse Asset Management, Inc
|
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Pinkerton Retirement Specialists, LLC
|
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Prelude Capital Management, Llc
|
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State Board Of Administration Of Florida Retirement System
|
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Portside Wealth Group, LLC
|
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Sagespring Wealth Partners, Llc
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Summit Financial, LLC
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
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|
Sivia Capital Partners, LLC
|
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Manchester Capital Management LLC
|
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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|
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|
|
Principal Securities, Inc.
|
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|
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|
Globeflex Capital L P
|
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CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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Quadrant Capital Group Llc
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A
|
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Buckingham Strategic Partners
|
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TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Robeco Institutional Asset Management B.V.
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Trust Point Inc.
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Hilltop Holdings Inc.
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Keebeck Alpha, LP
|
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ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF
|
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Nebula Research & Development LLC
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A
|
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Barclays Plc
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Altshuler Shaham Ltd
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Personal Cfo Solutions, Llc
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
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Atika Capital Management LLC
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Vontobel Holding Ltd.
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Polen Capital Management Llc
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Gibbs Wealth Management
|
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AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
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|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
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|
Bay Harbor Wealth Management, LLC
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S&co Inc
|
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Appleton Partners Inc/ma
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DAVENPORT & Co LLC
|
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Financial Management Professionals, Inc.
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Kestra Investment Management, LLC
|
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|
Stone House Investment Management, LLC
|
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AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
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MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
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|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
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|
denkapparat Operations GmbH
|
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|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
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|
GAMMA Investing LLC
|
|
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|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
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|
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|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
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|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
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|
|
California State Teachers Retirement System
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
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|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Burney Co/
|
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|
|
Nordea Investment Management Ab
|
|
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|
Tsfg, Llc
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
OSCV - ETF Series Solutions - Opus Small Cap Value ETF
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
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|
Independent Advisor Alliance
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
Dakota Wealth Management
|
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|
|
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|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
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|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
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|
Botty Investors LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Pinnbrook Capital Management Lp
|
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|
Hemington Wealth Management
|
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|
Optiver Holding B.V.
|
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|
Susquehanna Portfolio Strategies, LLC
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
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|
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|
Fullcircle Wealth Llc
|
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|
International Assets Investment Management, Llc
|
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XTX Topco Ltd
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|
R Squared Ltd
|
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|
Orion Portfolio Solutions, LLC
|
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|
Cubist Systematic Strategies, LLC
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Securian Asset Management, Inc
|
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Wellington Shields Capital Management, LLC
|
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Horizon Investments, LLC
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|
Susquehanna International Group, Llp
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
Blue Capital, Inc.
|
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|
Avion Wealth
|
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HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
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|
Clark Capital Management Group, Inc.
|
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|
Campbell Newman Asset Management Inc
|
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|
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|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
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|
Greenleaf Trust
|
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|
Redmont Wealth Advisors Llc
|
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|
Donoghue Forlines LLC
|
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|
True Wealth Design, LLC
|
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|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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|
Journey Strategic Wealth Llc
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Inceptionr Llc
|
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RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund
|
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Wexford Capital Lp
|
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|
South Dakota Investment Council
|
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VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
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|
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|
Quest Investment Management Llc
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Ritholtz Wealth Management
|
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|
Geode Capital Management, Llc
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Hancock Whitney Corp
|
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|
Capstone Investment Advisors, Llc
|
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Callan Family Office, LLC
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Wells Fargo & Company/mn
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
Ellevest, Inc.
|
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Tortoise Investment Management, LLC
|
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Lingohr & Partner Asset Management GmbH
|
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Minot DeBlois Advisors LLC
|
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|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Park Avenue Securities Llc
|
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Us Bancorp \de\
|
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
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|
Russell Investments Group, Ltd.
|
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|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
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|
Harbour Investments, Inc.
|
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|
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|
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Forum Financial Management, LP
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Trust Co Of Vermont
|
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Burgundy Asset Management Ltd.
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Voleon Capital Management Lp
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CHICAGO TRUST Co NA
|
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|
Founders Financial Alliance, LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
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|
SJS Investment Consulting Inc.
|
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|
Toroso Investments, LLC
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Ballentine Partners, LLC
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Activest Wealth Management
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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Captrust Financial Advisors
|
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Avantax Advisory Services, Inc.
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
WUSAX - WANGER ADVISORS TRUST - Wanger USA
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Eagle Global Advisors Llc
|
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Elevatus Welath Management
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Harvest Investment Services, LLC
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Grove Street Fiduciary, LLC
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Cerity Partners LLC
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Two Sigma Advisers, Lp
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Cedar Mountain Advisors, LLC
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
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Group One Trading, L.p.
|
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OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
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Strategic Global Advisors, LLC
|
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Alexander Labrunerie & Co., Inc.
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
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Rice Hall James & Associates, Llc
|
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Federation des caisses Desjardins du Quebec
|
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Hood River Capital Management LLC
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HMS Capital Management, LLC
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Td Private Client Wealth Llc
|
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Contravisory Investment Management, Inc.
|
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VMIDX - VALIC Co I - Mid Cap Index Fund
|
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Heartwood Wealth Advisors LLC
|
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BW Gestao de Investimentos Ltda.
|
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CI Private Wealth, LLC
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
|
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|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
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JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
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Covestor Ltd
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Brevan Howard Capital Management LP
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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Harel Insurance Investments & Financial Services Ltd.
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Federated Hermes, Inc.
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Kingdon Capital Management, L.l.c.
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SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF
|
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Howard Wealth Management, Llc
|
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FIL Ltd
|
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PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
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|
Fmr Llc
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
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Meeder Asset Management Inc
|
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Goldman Sachs Group Inc
|
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MeadowBrook Investment Advisors LLC
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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YANKCOM Partnership
|
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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|
Advisors Asset Management, Inc.
|
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Trexquant Investment LP
|
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Regions Financial Corp
|
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FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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|
Natixis Advisors, L.p.
|
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|
Covea Finance
|
|
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|
Kiker Wealth Management, LLC
|
|
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|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
Main Street Research LLC
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
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|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
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|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
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|
|
Adalta Capital Management LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
|
|
|
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|
|
Graney & King, LLC
|
|
|
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|
|
Marshall Wace, Llp
|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
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|
|
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
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|
|
Verition Fund Management LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
EAM Global Investors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
Strs Ohio
|
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Allworth Financial LP
|
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Cresset Asset Management, LLC
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Genus Capital Management Inc.
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BRYN MAWR TRUST Co
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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|
Virginia Retirement Systems Et Al
|
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Chilton Investment Co Llc
|
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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Ing Groep Nv
|
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Syon Capital Llc
|
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Cullen/frost Bankers, Inc.
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Police & Firemen's Retirement System of New Jersey
|
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Cape Investment Advisory, Inc.
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Shilanski & Associates, Inc.
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Glenmede Trust Co Na
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Advanced Series Trust - Ast Small-cap Growth Portfolio
|
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Mml Investors Services, Llc
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Peak Financial Advisors Llc
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BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
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IHT Wealth Management, LLC
|
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CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
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Charles Schwab Investment Management Inc
|
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|
National Bank Of Canada /fi/
|
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TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
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|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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|
Bell Investment Advisors, Inc
|
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Aster Capital Management (DIFC) Ltd
|
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Custom Index Systems, Llc
|
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Park Edge Advisors, LLC
|
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Shell Asset Management Co
|
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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California Public Employees Retirement System
|
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Commonwealth Equity Services, Llc
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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Bank Of Nova Scotia
|
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Cwm, Llc
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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SBI Securities Co., Ltd.
|
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GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF
|
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Clean Yield Group
|
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RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
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CIBC Asset Management Inc
|
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Miracle Mile Advisors, LLC
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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Comerica Bank
|
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Envestnet Portfolio Solutions, Inc.
|
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Park Place Capital Corp
|
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Stephens Consulting, LLC
|
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Axxcess Wealth Management, Llc
|
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CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A
|
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Sound View Wealth Advisors Group, LLC
|
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HighPoint Advisor Group LLC
|
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Evolution Advisers, Inc.
|
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SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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CLARET ASSET MANAGEMENT Corp
|
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EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
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Nisa Investment Advisors, Llc
|
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CAPROCK Group, Inc.
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Ameritas Investment Partners, Inc.
|
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Ethic Inc.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
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Crossmark Global Holdings, Inc.
|
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|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
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|
Magnetar Financial LLC
|
|
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|
CIBC Private Wealth Group, LLC
|
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|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Victory Capital Management Inc
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Greenwood Capital Associates Llc
|
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|
Avantax Planning Partners, Inc.
|
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|
Nbc Securities, Inc.
|
|
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|
Bruce G. Allen Investments, LLC
|
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|
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class
|
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|
Great West Life Assurance Co /can/
|
|
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|
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|
Bokf, Na
|
|
|
|
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|
Capital Advisors, Ltd. LLC
|
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|
Interval Partners, LP
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
|
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|
Mission Wealth Management, Lp
|
|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
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|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Global Alpha Capital Management Ltd.
|
|
|
|
|
|
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
|
|
|
|
|
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Transce3nd, LLC
|
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|
Corient IA LLC
|
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|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
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|
|
Janus Henderson Group Plc
|
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|
|
Essex LLC
|
|
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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|
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|
|
Peak6 Llc
|
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|
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|
|
ArrowMark Colorado Holdings LLC
|
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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|
|
Texas Yale Capital Corp.
|
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|
Park Square Financial Group, LLC
|
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MetLife Investment Management, LLC
|
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|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
|
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|
|
Fuller & Thaler Asset Management, Inc.
|
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|
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|
4wealth Advisors, Inc.
|
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|
|
|
Cardinal Capital Management
|
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|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Lisanti Capital Growth, LLC
|
|
|
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|
|
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class
|
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Susquehanna Fundamental Investments, Llc
|
|
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NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
|
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
|
Sei Investments Co
|
|
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|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
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|
|
Northern Trust Corp
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
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|
|
|
Quantinno Capital Management LP
|
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|
Diversified Trust Co
|
|
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|
|
|
Invesco Ltd.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
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|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Candelo Capital Management LP
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Wealth High Governance Capital Ltda
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
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Gladstone Institutional Advisory LLC
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MFCPX - M FUND INC - M Capital Appreciation Fund
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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Whittier Trust Co
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
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Mercer Global Advisors Inc /adv
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Deutsche Bank Ag\
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Marco Investment Management Llc
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Ci Investments Inc.
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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Advantage Alpha Capital Partners LP
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Cadinha & Co Llc
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PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
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Brown Advisory Inc
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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Nomura Asset Management Co Ltd
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OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
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FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Ubs Asset Management Americas Inc
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State of Alaska, Department of Revenue
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Banque Cantonale Vaudoise
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EverSource Wealth Advisors, LLC
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FSM Wealth Advisors, LLC
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Hanlon Investment Management, Inc.
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KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A
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Mayflower Financial Advisors, LLC
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FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
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MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF
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NorthRock Partners, LLC
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
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Legacy Wealth Asset Management, LLC
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State Of Michigan Retirement System
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MTM Investment Management, LLC
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Systematic Financial Management Lp
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Perbak Capital Partners LLP
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Guggenheim Capital Llc
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Prospector Partners Llc
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Citadel Advisors Llc
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Whipplewood Advisors, LLC
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Schroder Investment Management Group
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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Larson Financial Group LLC
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Valued Wealth Advisors LLC
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TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
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USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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LPL Financial LLC
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WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A
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DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
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Cetera Trust Company, N.A
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