|
Shell Asset Management Co
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A
|
|
|
|
|
|
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Value Fund
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Sapience Investments, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
VVSCX - VALIC Co I - Small Cap Value Fund
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A
|
|
|
|
|
|
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV
|
|
|
|
|
|
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Arrien Investments, Inc.
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio
|
|
|
|
|
|
Burkehill Global Management, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
Seven Grand Managers, Llc
|
|
|
|
|
|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Tumwater Wealth Management, LLC
|
|
|
|
|
|
ABASX - AB TRUST - AB Discovery Value Fund Class A
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3
|
|
|
|
|
|
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Value Fund
|
|
|
|
|
|
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
|
|
|
|
|
|
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Ghisallo Capital Management LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A
|
|
|
|
|
|
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
