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Alps Advisors Inc
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Uniplan Investment Counsel, Inc.
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|
Janney Montgomery Scott LLC
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Bank of New York Mellon Corp
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TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
|
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TAN - Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
|
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Dimensional Fund Advisors Lp
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CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
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Proathlete Wealth Management Llc
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Cambridge Investment Research Advisors, Inc.
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
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|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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Texas Permanent School Fund
|
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|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
Maven Securities LTD
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NewSquare Capital LLC
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Boothbay Fund Management, Llc
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RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Manchester Capital Management LLC
|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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Tortoise Essential Assets Income Term Fund
|
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|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
Balyasny Asset Management Llc
|
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Aberdeen Standard Global Infrastructure Income Fund
|
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Bay Harbor Wealth Management, LLC
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CI Private Wealth, LLC
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
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|
New York State Teachers Retirement System
|
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ZAP - Global X Funds - Global X U.S. Electrification ETF
|
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TFC Financial Management
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JustInvest LLC
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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Invesco Ltd.
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State Board Of Administration Of Florida Retirement System
|
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Insight Advisors, LLC/ PA
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ICLN - iSHARES TRUST - iShares Global Clean Energy ETF
|
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Sei Investments Co
|
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Geneos Wealth Management Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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JNBA Financial Advisors
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
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Gen-Wealth Partners Inc
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Brevan Howard Capital Management LP
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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QCLN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq Clean Edge Green Energy Index Fund
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
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Commonwealth Equity Services, Llc
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Castellan Group, LLC
|
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I
|
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CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF
|
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|
Occudo Quantitative Strategies Lp
|
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|
Envestnet Portfolio Solutions, Inc.
|
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Cary Street Partner Investment Advisory Llc
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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CFGIX - Total Fund Solution - Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class
|
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|
Boxwood Ventures, Inc.
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Nisa Investment Advisors, Llc
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
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|
Federated Hermes, Inc.
|
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Connor, Clark & Lunn Investment Management Ltd.
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Trexquant Investment LP
|
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SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Hancock Whitney Corp
|
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
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|
ACES - ALPS ETF Trust - ALPS Clean Energy ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
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|
Cwm, Llc
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
PFG Investments, LLC
|
|
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|
|
Neo Ivy Capital Management
|
|
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|
Pitcairn Co
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
VVSCX - VALIC Co I - Small Cap Value Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
RNRG - Global X Funds - Global X YieldCo & Renewable Energy Income ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
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|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
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|
Treasurer of the State of North Carolina
|
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FRNW - FIDELITY COVINGTON TRUST - Fidelity Clean Energy ETF
|
|
|
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|
Jane Street Group, Llc
|
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
Huntington National Bank
|
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|
California State Teachers Retirement System
|
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|
Entropy Technologies, LP
|
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|
GWM Advisors LLC
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Millstone Evans Group, LLC
|
|
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|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
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|
Coston, McIsaac & Partners
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
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|
Nordea Investment Management Ab
|
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Ballentine Partners, LLC
|
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Hilltop Holdings Inc.
|
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Mariner, LLC
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
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|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
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|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
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|
BRYN MAWR TRUST Co
|
|
|
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TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
|
|
|
|
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|
Whittier Trust Co
|
|
|
|
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|
CVA Family Office, LLC
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
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Sterling Capital Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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|
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|
James Investment Research Inc
|
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|
|
Greenland Capital Management LP
|
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|
State of Wyoming
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
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|
Blair William & Co/il
|
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|
Brookfield Real Assets Income Fund Inc.
|
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RWC Asset Management LLP
|
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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|
Cbre Clarion Securities Llc
|
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Gotham Asset Management, LLC
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
|
|
AE Wealth Management LLC
|
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|
Public Employees Retirement System Of Ohio
|
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|
Glenmede Trust Co Na
|
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Advisor Group Holdings, Inc.
|
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SVPIX - Profunds - Small-cap Value Profund Investor Class
|
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|
Hsbc Holdings Plc
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
Dana Investment Advisors, Inc.
|
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Aqr Capital Management Llc
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
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|
|
|
Millennium Management Llc
|
|
|
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|
Prudent Man Advisors, LLC
|
|
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|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
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|
|
Ci Investments Inc.
|
|
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|
Abundance Wealth Counselors
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
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|
|
|
Hantz Financial Services, Inc.
|
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|
Schonfeld Strategic Advisors LLC
|
|
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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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|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Profunds - Profund Vp Small-cap Value
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares
|
|
|
|
|
|
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Highland Capital Management Fund Advisors, L.p.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A
|
|
|
|
|
|
FAN - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Wind Energy ETF
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
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|
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|
PineBridge Investments, L.P.
|
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|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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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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|
Key FInancial Inc
|
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EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
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|
Asset Management One Co., Ltd.
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
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|
Clear Street Markets Llc
|
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|
|
|
|
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
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|
|
Fmr Llc
|
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|
Man Group plc
|
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|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
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|
Franklin Resources Inc
|
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|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
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|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
State Of Wisconsin Investment Board
|
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|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
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|
Legal & General Group Plc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
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|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
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|
Larson Financial Group LLC
|
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|
Hemington Wealth Management
|
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Bank Of Montreal /can/
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
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|
XTX Topco Ltd
|
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|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Brown Brothers Harriman & Co
|
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|
Beach Investment Counsel Inc/pa
|
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|
Public Sector Pension Investment Board
|
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|
Raymond James Financial Inc
|
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|
Cary Street Partners Financial Llc
|
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|
Northside Capital Management, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
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|
Nbc Securities, Inc.
|
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|
|
Meeder Asset Management Inc
|
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|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
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|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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Summit Trail Advisors, Llc
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
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|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
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|
Bridgewater Associates, LP
|
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|
|
Pnc Financial Services Group, Inc.
|
|
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|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
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|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
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|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
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|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
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|
Bare Financial Services, Inc
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
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|
|
Tidemark, LLC
|
|
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|
|
ELCO Management Co., LLC
|
|
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|
Icon Wealth Advisors, LLC
|
|
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|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
Voloridge Investment Management, Llc
|
|
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|
O'shaughnessy Asset Management, Llc
|
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|
American Century Companies Inc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
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|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
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|
|
Advisory Services Network, LLC
|
|
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|
Barclays Plc
|
|
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|
Capital Fund Management S.a.
|
|
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|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Assetmark, Inc
|
|
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|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
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|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
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|
|
Mechanics Financial Corp
|
|
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|
Wells Fargo & Company/mn
|
|
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|
Great West Life Assurance Co /can/
|
|
|
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|
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
NOSGX - Northern Funds - Northern Small Cap Value Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
JMCRX - James Advantage Funds - James Micro Cap Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
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FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
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Algert Global Llc
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Chicago Partners Investment Group LLC
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Gilman Hill Asset Management, LLC
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Nuveen S&p 500 Dynamic Overwrite Fund
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Beacon Capital Management, LLC
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Farringdon Capital, Ltd.
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