|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class
|
|
|
|
|
|
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Royce Value Trust Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Avidity Partners Management LP
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
ADAR1 Capital Management, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Penn Mutual Asset Management, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Deerfield Management Company, L.p. (series C)
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Profunds - Profund Vp Small-cap Value
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
|
|
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
|
|
|
|
|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
CM Management, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
|
|
|
|
|
|
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Pharmaceuticals
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SVPIX - Profunds - Small-cap Value Profund Investor Class
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
AAIIX - ANCORA TRUST - Ancora Income Fund Class I
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
