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Johnson Financial Group, Inc.
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Bradley Foster & Sargent Inc/ct
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American Capital Advisory, LLC
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Spire Wealth Management
|
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NewEdge Wealth, LLC
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Piscataqua Savings Bank
|
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Avantax Advisory Services, Inc.
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Key FInancial Inc
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Petrus Trust Company, LTA
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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UBS Group AG
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DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
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FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
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Atlantic Trust, LLC
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Fiduciary Family Office, Llc
|
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Westover Capital Advisors, LLC
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Oakworth Capital, Inc.
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State of New Jersey Common Pension Fund D
|
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Franklin Resources Inc
|
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
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MDPIX - Profunds - Mid-cap Profund Investor Class
|
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Horizon Family Wealth, Inc.
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Two Sigma Investments, Lp
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GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Quantinno Capital Management LP
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Qrg Capital Management, Inc.
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Mackenzie Financial Corp
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Macquarie Group Ltd
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
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Lecap Asset Management Ltd
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Pacer Advisors, Inc.
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AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
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TFB Advisors LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Vestcor Inc
|
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First Trust Advisors Lp
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SRS Capital Advisors, Inc.
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Nisa Investment Advisors, Llc
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Alpine Bank Wealth Management
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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River Street Advisors LLC
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Nuveen, LLC
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VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
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Sachetta, LLC
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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Costello Asset Management, INC
|
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Wedge Capital Management L L P/nc
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Rialto Wealth Management, LLC
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ORG Partners LLC
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Capital Fund Management S.a.
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PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
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Signet Financial Management, Llc
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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Anderson Hoagland & Co
|
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IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
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Patrick M Sweeney & Associates, Inc
|
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
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California Public Employees Retirement System
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Teacher Retirement System Of Texas
|
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Harbor Investment Advisory, Llc
|
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Wellington Management Group Llp
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
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|
Sei Investments Co
|
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|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
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|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
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|
Morgan Stanley
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
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FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
|
|
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|
First Eagle Investment Management, LLC
|
|
|
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|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
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Marshall Wace, Llp
|
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|
Commonwealth Equity Services, Llc
|
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NDVR, Inc.
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Cullen/frost Bankers, Inc.
|
|
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|
State Of Michigan Retirement System
|
|
|
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|
|
Hartland & Co., LLC
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
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|
Advisor Group Holdings, Inc.
|
|
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|
|
Credit Agricole S A
|
|
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|
Russell Investments Group, Ltd.
|
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|
Verdence Capital Advisors LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Walnut Level Capital LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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First American Bank
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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Pictet Asset Management Holding SA
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DT Investment Partners, LLC
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Bnp Paribas Arbitrage, Sa
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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Jpmorgan Chase & Co
|
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
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Hemington Wealth Management
|
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FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
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Robeco Institutional Asset Management B.V.
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Mml Investors Services, Llc
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Tiaa Trust, National Association
|
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PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
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Lindbrook Capital, Llc
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Aster Capital Management (DIFC) Ltd
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Advisory Services Network, LLC
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Capital Advisors, Ltd. LLC
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SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
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Tortoise Investment Management, LLC
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South Plains Financial, Inc.
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RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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Stephens Consulting, LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
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BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
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Brinker Capital Investments, LLC
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Ameriprise Financial Inc
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Traub Capital Management LLC
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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Stifel Financial Corp
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
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FourThought Financial Partners, LLC
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CENTRAL TRUST Co
|
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VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
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ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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U.S. Capital Wealth Advisors, LLC
|
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Larson Financial Group LLC
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Assenagon Asset Management S.A.
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Fulcrum Equity Management
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
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Dark Forest Capital Management Lp
|
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Wolverine Trading, Llc
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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Worldquant Millennium Advisors Llc
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Summit Global Investments
|
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|
Dana Investment Advisors, Inc.
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Aviva Plc
|
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Anchor Investment Management, LLC
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PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
VisionPoint Advisory Group, LLC
|
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MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
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|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
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|
Ccm Investment Group, Llc
|
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|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
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|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
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|
VEGI - iShares, Inc. - iShares MSCI Global Agriculture Producers ETF
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Yorktown Management & Research Co Inc
|
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|
Td Private Client Wealth Llc
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Vinva Investment Management Ltd
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
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|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
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|
Advisors Asset Management, Inc.
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Institute for Wealth Management, LLC.
|
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|
|
Hughes Financial Services, LLC
|
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|
|
Deutsche Bank Ag\
|
|
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|
Nebula Research & Development LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
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|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
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DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
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|
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|
Quarry LP
|
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|
Alliancebernstein L.p.
|
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Grove Bank & Trust
|
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Jupiter Asset Management Ltd
|
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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|
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
Td Asset Management Inc
|
|
|
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|
South Dakota Investment Council
|
|
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Bruce G. Allen Investments, LLC
|
|
|
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|
Westside Investment Management, Inc.
|
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Aqr Capital Management Llc
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
Naples Global Advisors, Llc
|
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
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|
Uncommon Cents Investing LLC
|
|
|
|
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|
Ronald Blue Trust, Inc.
|
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
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|
GAMMA Investing LLC
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
|
|
|
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
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|
Fieldview Capital Management, LLC
|
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|
|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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Fmr Llc
|
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Fox Run Management, L.l.c.
|
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Private Trust Co Na
|
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|
Williams Jones Wealth Management, LLC.
|
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Swiss National Bank
|
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|
Public Employees Retirement Association Of Colorado
|
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Gateway Investment Advisers Llc
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
HB Wealth Management, LLC
|
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|
Shapiro Capital Management Llc
|
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
Raymond James Financial Inc
|
|
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|
Ancora Advisors, LLC
|
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|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
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|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
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|
|
Silvercrest Asset Management Group Llc
|
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|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
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|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
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|
CIBC World Markets Inc.
|
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
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|
Versant Capital Management, Inc
|
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|
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
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|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
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|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
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|
|
Vanguard Group Inc
|
|
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|
Bokf, Na
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
MetLife Investment Management, LLC
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
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|
Evoke Wealth, Llc
|
|
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|
|
|
Trust Investment Advisors
|
|
|
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|
CoreCap Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Weybosset Research & Management Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
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|
QGMIX - AQR Funds - AQR Global Macro Fund Class I
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
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|
Cornerstone Planning Group LLC
|
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|
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|
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
|
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|
Baird Financial Group, Inc.
|
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|
State of Wyoming
|
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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|
Webster Bank, N. A.
|
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MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
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|
Bank of Jackson Hole Trust
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
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|
Geode Capital Management, Llc
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Bank Of America Corp /de/
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
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|
Profunds - Profund Vp Mid-cap Value
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
Cary Street Partners Financial Llc
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Pinnacle Bancorp, Inc.
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Acadian Asset Management Llc
|
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|
Manchester Capital Management LLC
|
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|
Crossmark Global Holdings, Inc.
|
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Kingsview Wealth Management, LLC
|
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|
Vontobel Holding Ltd.
|
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|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
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|
Victory Capital Management Inc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
Vista Investment Management
|
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Park Avenue Securities Llc
|
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|
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IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
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|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
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|
Curbstone Financial Management Corp
|
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|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
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|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
Tower Research Capital LLC (TRC)
|
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|
Zwj Investment Counsel Inc
|
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Shelton Capital Management
|
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United Community Bank
|
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Amundi
|
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Qube Research & Technologies Ltd
|
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|
Sequoia Financial Advisors, LLC
|
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
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|
|
Rise Advisors, LLC
|
|
|
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
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|
Farringdon Capital, Ltd.
|
|
|
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|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
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|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
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|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
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|
Financial Management Professionals, Inc.
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Nova Wealth Management, Inc.
|
|
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|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
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|
Algert Global Llc
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
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|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
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|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
Florida Financial Advisors, Llc
|
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|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
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|
Neuberger Berman Group LLC
|
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|
Fulton Bank, N.a.
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Hennessy Advisors Inc
|
|
|
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|
Prospera Financial Services Inc
|
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|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
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|
Nbt Bank N A /ny
|
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|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
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|
Foster & Motley Inc
|
|
|
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|
|
CIBC Private Wealth Group, LLC
|
|
|
|
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|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
Coastal Bridge Advisors, LLC
|
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Hanson & Doremus Investment Management
|
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DAVENPORT & Co LLC
|
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HFM Investment Advisors, LLC
|
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JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
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|
|
Congress Wealth Management LLC / DE /
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
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|
|
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|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
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|
Excalibur Management Corp
|
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Icon Advisers Inc/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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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
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|
American Century Companies Inc
|
|
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Exchange Traded Concepts, Llc
|
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
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|
SOUTH STATE Corp
|
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New Mexico Educational Retirement Board
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
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Texas Permanent School Fund
|
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THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
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|
Phillips Wealth Planners LLC
|
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|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
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|
Caitlin John, LLC
|
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Bayesian Capital Management, LP
|
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BNP Paribas Asset Management Holding S.A.
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
NewSquare Capital LLC
|
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PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
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GW&K Investment Management, LLC
|
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail 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
|
|
|
|
|
|
Loomis Sayles & Co L P
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
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|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
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|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
High Note Wealth, LLC
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
Treasurer of the State of North Carolina
|
|
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|
|
Buckingham Strategic Partners
|
|
|
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|
Martingale Asset Management L P
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
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|
|
Engineers Gate Manager LP
|
|
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|
|
Delta Investment Management, LLC
|
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|
Glenview Trust Co
|
|
|
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|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
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|
|
Burney Co/
|
|
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|
Toroso Investments, LLC
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
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|
|
Boothbay Fund Management, Llc
|
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|
|
GeoWealth Management, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Tableaux Llc
|
|
|
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|
|
Cwm, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
EATV - ADVISORS SERIES TRUST - VegTech Plant-based Innovation & Climate ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
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UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
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MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF
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NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
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ExodusPoint Capital Management, LP
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Schroder Investment Management Group
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North Dallas Bank & Trust Co
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BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF
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Nuveen S&p 500 Dynamic Overwrite Fund
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Harvest Fund Management Co., Ltd
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
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SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
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MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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AlphaCore Capital LLC
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Principal Diversified Select Real Asset Fund
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Livforsakringsbolaget Skandia, Omsesidigt
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Federated Hermes, Inc.
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
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VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Cresset Asset Management, LLC
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Arizona State Retirement System
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
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Gabelli Funds Llc
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Ferguson Wellman Capital Management, Inc
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Hennion & Walsh Asset Management, Inc.
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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Bank Of Montreal /can/
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Coston, McIsaac & Partners
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FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6
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Carnegie Lake Advisors LLC
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Private Advisor Group, LLC
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
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Strategic Investment Advisors / MI
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CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
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Sigma Planning Corp
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City State Bank
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Resources Investment Advisors, LLC.
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
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XTX Topco Ltd
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Allworth Financial LP
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Morningstar Investment Management LLC
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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Binnacle Investments Inc
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YACKX - AMG FUNDS - AMG Yacktman Fund Class I
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Painted Porch Advisors LLC
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Principia Wealth Advisory, LLC
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
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Syon Capital Llc
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SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
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New Wave Wealth Advisors Llc
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
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BCS Private Wealth Management, Inc.
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
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Rogco, Lp
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Heartland Advisors Inc
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Modern Wealth Management, LLC
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Peak6 Llc
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
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Amalgamated Bank
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Legacy Capital Wealth Partners, LLC
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
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Ameritas Advisory Services, LLC
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Park Square Financial Group, LLC
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FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
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Murphy Pohlad Asset Management LLC
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PineBridge Investments, L.P.
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Farther Finance Advisors, LLC
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Meiji Yasuda Asset Management Co Ltd.
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
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Whipplewood Advisors, LLC
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Bangor Savings Bank
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
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Shell Asset Management Co
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Equitable Trust Co
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