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Avantax Advisory Services, Inc.
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Park Place Capital Corp
|
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|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
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|
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|
|
Dunhill Financial, LLC
|
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|
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|
|
Lowe Wealth Advisors, LLC
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
ExodusPoint Capital Management, LP
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Profunds - Profund Vp Pharmaceuticals
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
Boston Partners
|
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|
Intech Investment Management Llc
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|
WPG Advisers, LLC
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|
Citadel Advisors Llc
|
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Institute for Wealth Management, LLC.
|
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|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
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|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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Federation des caisses Desjardins du Quebec
|
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OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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Allworth Financial LP
|
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TOKE - Cambria ETF Trust - Cambria Cannabis ETF
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SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
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|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
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Resources Investment Advisors, LLC.
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|
Pnc Financial Services Group, Inc.
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
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|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
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BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
|
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Superstring Capital Management Lp
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Nomura Asset Management Co Ltd
|
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|
Principia Wealth Advisory, LLC
|
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|
BRYN MAWR TRUST Co
|
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|
HighPoint Advisor Group LLC
|
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|
Virginia Retirement Systems Et Al
|
|
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|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
Rafferty Asset Management, LLC
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Lazard Asset Management Llc
|
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
Philip James Wealth Mangement, LLC
|
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|
CWA Asset Management Group, LLC
|
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Wellington Management Group Llp
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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|
City State Bank
|
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LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
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|
Sachetta, LLC
|
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|
ISAM Funds (UK) Ltd
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Quantinno Capital Management LP
|
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Dark Forest Capital Management Lp
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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|
Empowered Funds, LLC
|
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|
Swedbank AB
|
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|
Gf Fund Management Co. Ltd.
|
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MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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|
Allspring Global Investments Holdings, LLC
|
|
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|
Citigroup Inc
|
|
|
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|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
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|
Beacon Capital Management, LLC
|
|
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|
National Bank Of Canada /fi/
|
|
|
|
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|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
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|
Fortitude Family Office, LLC
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
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|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Saturn V Capital Management LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Acuta Capital Partners, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Krensavage Asset Management, LLC
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
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|
Hoey Investments, Inc
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Two Sigma Investments, Lp
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
Vinva Investment Management Ltd
|
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|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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|
Marshall Wace, Llp
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Horizon Investments, LLC
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Readystate Asset Management Lp
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
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|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
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|
Marex Group plc
|
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|
Hantz Financial Services, Inc.
|
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|
Simplex Trading, Llc
|
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Wealth Enhancement Advisory Services, Llc
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|
Aqr Capital Management Llc
|
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|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
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MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
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|
Granite Investment Partners, LLC
|
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DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
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|
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|
Regions Financial Corp
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Advisor Group Holdings, Inc.
|
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|
Teacher Retirement System Of Texas
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Louisiana State Employees Retirement System
|
|
|
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|
MetLife Investment Management, LLC
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
|
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XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
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|
Coldstream Capital Management Inc
|
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|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
Larson Financial Group LLC
|
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|
Legal & General Group Plc
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
Newbridge Financial Services Group, Inc.
|
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BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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Systematic Financial Management Lp
|
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Blair William & Co/il
|
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Profunds - Profund Vp Mid-cap Value
|
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Exchange Traded Concepts, Llc
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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|
Pinnacle Bancorp, Inc.
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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XML Financial, LLC
|
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|
Burney Co/
|
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Ancora Advisors, LLC
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
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|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
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|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
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|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
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|
Fiduciary Trust Co
|
|
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
ProShare Advisors LLC
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
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|
Fairbanks Capital Management, Inc.
|
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|
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|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
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|
Renaissance Technologies Llc
|
|
|
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
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|
Pictet Asset Management Holding SA
|
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|
Capital Fund Management S.a.
|
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|
Fifth Third Wealth Advisors LLC
|
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|
|
Aviance Capital Partners, LLC
|
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|
Isthmus Partners, Llc
|
|
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
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|
Ameritas Investment Partners, Inc.
|
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|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
Logos Global Management LP
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Diadema Partners Lp
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
DeepCurrents Investment Group LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
VCFVX - VALIC Co I - International Value Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
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Integrated Wealth Concepts LLC
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
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Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
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CIBC World Markets Inc.
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Cromwell Holdings LLC
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
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SFYX - Tidal ETF Trust - SoFi Next 500 ETF
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Captrust Financial Advisors
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Commonwealth Equity Services, Llc
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Northwestern Mutual Wealth Management Co
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MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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Police & Firemen's Retirement System of New Jersey
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
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PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
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CastleKnight Management LP
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MAI Capital Management
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
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PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
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Geneos Wealth Management Inc.
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GWM Advisors LLC
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
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GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
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Principal Financial Group Inc
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Aristotle Capital Management, LLC
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AdvisorShares Investments LLC
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
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State of Wyoming
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Mercer Global Advisors Inc /adv
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Oppenheimer Asset Management Inc.
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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American Assets Investment Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
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Alyeska Investment Group, L.P.
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Lingohr & Partner Asset Management GmbH
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Janney Montgomery Scott LLC
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Valued Wealth Advisors LLC
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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Whittier Trust Co Of Nevada Inc
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Itau Unibanco Holding S.A.
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IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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Oak Associates Ltd /oh/
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SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
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First National Bank Of Omaha
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MTM Investment Management, LLC
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Wolverine Trading, Llc
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ARGA Investment Management, LP
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JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
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Cnh Partners Llc
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QFVOX - Pear Tree Funds - Pear Tree Polaris Foreign Value Fund Ordinary Shares
|
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JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
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Harbour Investments, Inc.
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Vestal Point Capital, LP
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
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Cetera Investment Advisers
|
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Umb Bank N A/mo
|
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FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
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|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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CoreFirst Bank & Trust
|
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GAMMA Investing LLC
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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|
EcoR1 Capital, LLC
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
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|
Quaker Wealth Management, LLC
|
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|
Sound Income Strategies, LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
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|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Glenmede Investment Management, LP
|
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|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Foundry Partners, LLC
|
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|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
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|
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|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
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|
|
|
Van Eck Associates Corp
|
|
|
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|
|
Graphene Investments SAS
|
|
|
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|
|
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
ADAR1 Capital Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
|
|
|
|
|
YOLO - AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Growth Fund
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Estuary Capital Management LP
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
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|
IFP Advisors, Inc
|
|
|
|
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|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
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|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
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|
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|
Farringdon Capital, Ltd.
|
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Affinity Wealth Management Llc
|
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|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Raiffeisen Bank International AG
|
|
|
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|
Xponance, Inc.
|
|
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
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|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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|
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|
Transce3nd, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
Quarry LP
|
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|
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|
Impact Partnership Wealth, LLC
|
|
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|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
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|
|
BlackRock, Inc.
|
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|
|
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|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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|
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|
Horrell Capital Management, Inc.
|
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Thompson Siegel & Walmsley Llc
|
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|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
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|
Persistent Asset Partners Ltd
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Charles Schwab Investment Management Inc
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Martingale Asset Management L P
|
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Meritage Portfolio Management
|
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KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
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|
Hemington Wealth Management
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
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|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
Clough Capital Partners L P
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
McGowan Group Asset Management, Inc.
|
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|
Gmt Capital Corp
|
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|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
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|
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|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
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|
American Century Companies Inc
|
|
|
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|
Federated Hermes, Inc.
|
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MDPIX - Profunds - Mid-cap Profund Investor Class
|
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|
Park Avenue Securities Llc
|
|
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EMC Capital Management
|
|
|
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|
Bessemer Group Inc
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
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|
Skopos Labs, Inc.
|
|
|
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|
Tompkins Financial Corp
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
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|
|
Vanguard Group Inc
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Ikarian Capital, LLC
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
VIDI - ETF Series Solutions - Vident International Equity Fund
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Klp Kapitalforvaltning As
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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Cullen/frost Bankers, Inc.
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Us Bancorp \de\
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
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TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
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Affinity Asset Advisors, LLC
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Rialto Wealth Management, LLC
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Allianz Se
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Kennedy Capital Management, Inc.
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New England Research & Management, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
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MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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Renaissance Group Llc
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NOLVX - Northern Funds - Northern Large Cap Value Fund
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Aster Capital Management (DIFC) Ltd
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DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
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Aequim Alternative Investments LP
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Groupama Asset Managment
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Savant Capital, LLC
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Costello Asset Management, INC
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BIP Wealth, LLC
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Sofinnova Investments, Inc.
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Oregon Public Employees Retirement Fund
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CIBC Asset Management Inc
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
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SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
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BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
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ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
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Virtu Financial LLC
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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Activest Wealth Management
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GIMFX - GMO TRUST - GMO Implementation Fund
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
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Sterling Capital Management LLC
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State of New Jersey Common Pension Fund D
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Grantham, Mayo, Van Otterloo & Co. LLC
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JustInvest LLC
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Ronald Blue Trust, Inc.
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Lindbrook Capital, Llc
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MBOVX - M FUND INC - M Large Cap Value Fund
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XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
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Dimensional Fund Advisors Lp
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St Germain D J Co Inc
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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VMIDX - VALIC Co I - Mid Cap Index Fund
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Arizona State Retirement System
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TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
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COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
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Envestnet Asset Management Inc
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
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Ci Investments Inc.
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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CarsonAllaria Wealth Management, Ltd.
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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Hancock Whitney Corp
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Macquarie Group Ltd
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KBC Group NV
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Forum Financial Management, LP
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DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
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