|
Capital Fund Management S.a.
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
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|
|
O'shaughnessy Asset Management, Llc
|
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|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
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|
Advisor Group Holdings, Inc.
|
|
|
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|
King Wealth
|
|
|
|
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|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
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|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
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|
State Of Wisconsin Investment Board
|
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|
Nomura Asset Management Co Ltd
|
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Cwm, Llc
|
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|
Td Private Client Wealth Llc
|
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|
Bank Of America Corp /de/
|
|
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|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A
|
|
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|
IFP Advisors, Inc
|
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|
Icon Advisers Inc/co
|
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|
AMG National Trust Bank
|
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|
Legacy Investment Solutions, LLC
|
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Citadel Advisors Llc
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
|
Symphony Financial, Ltd. Co.
|
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Wellington Management Group Llp
|
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|
Quantbot Technologies LP
|
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|
No Street GP LP
|
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|
Pnc Financial Services Group, Inc.
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Frank, Rimerman Advisors LLC
|
|
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|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
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|
HFM Investment Advisors, LLC
|
|
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|
NewEdge Wealth, LLC
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
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|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
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|
Two Sigma Advisers, Lp
|
|
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|
Richardson Financial Services Inc.
|
|
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|
Orion Portfolio Solutions, LLC
|
|
|
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|
|
MetLife Investment Management, LLC
|
|
|
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|
|
GoalVest Advisory LLC
|
|
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|
Vestcor Inc
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
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|
|
Utah Retirement Systems
|
|
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|
|
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Southeastern Asset Management Inc/tn/
|
|
|
|
|
|
Ranger Investment Management, L.P.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
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|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
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|
Northern Trust Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
Treasurer of the State of North Carolina
|
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|
Park Avenue Securities Llc
|
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|
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
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|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
American Century Companies Inc
|
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|
Hilltop National Bank
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
|
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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|
Hemington Wealth Management
|
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|
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|
Truist Financial Corp
|
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|
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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|
|
|
|
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
|
|
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|
|
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV
|
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|
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
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|
NOIEX - Northern Funds - Northern Income Equity Fund
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
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|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
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|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
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|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
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|
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|
Steward Partners Investment Advisory, Llc
|
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|
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|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
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National Bank Of Canada /fi/
|
|
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|
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|
SRS Capital Advisors, Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
Consolidated Planning Corp
|
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|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
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|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
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|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
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|
|
First National Trust Co
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
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|
Russell Investments Group, Ltd.
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
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Assetmark, Inc
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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Oppenheimer & Co Inc
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PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
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Dark Forest Capital Management Lp
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
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Whittier Trust Co
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Fmr Llc
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
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Charles Schwab Investment Management Inc
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Beverly Hills Private Wealth, LLC
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
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Legal & General Group Plc
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Royce Value Trust Inc
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Epoch Investment Partners, Inc.
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CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
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SJS Investment Consulting Inc.
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
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SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A
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AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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Farther Finance Advisors, LLC
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Klp Kapitalforvaltning As
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Paulson Wealth Management Inc.
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Weiss Asset Management LP
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
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OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
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VCULX - VALIC Co I - Growth Fund
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Private Trust Co Na
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Curat Global, LLC
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
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Norges Bank
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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Harbour Investments, Inc.
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New York State Teachers Retirement System
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Morgan Stanley
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Penn Capital Management Co Inc
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Martingale Asset Management L P
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
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Captrust Financial Advisors
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
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Colony Group, LLC
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
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Arlington Trust Co LLC
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
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Ancora Advisors, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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Two Sigma Investments, Lp
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BlackRock, Inc.
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Dimensional Fund Advisors Lp
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Brinker Capital Investments, LLC
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Sciencast Management LP
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FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
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Universal- Beteiligungs- und Servicegesellschaft mbH
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
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Wells Fargo & Company/mn
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AE Wealth Management LLC
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Fortitude Family Office, LLC
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Everhart Financial Group, Inc.
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CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
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Autumn Glory Partners, LLC
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Commonwealth Equity Services, Llc
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Deutsche Bank Ag\
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DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
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Swiss National Bank
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ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A
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Bay Harbor Wealth Management, LLC
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BNP Paribas Asset Management Holding S.A.
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Prosperity Consulting Group, LLC
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
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Jones Financial Companies Lllp
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Nuveen, LLC
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Rsm Us Wealth Management Llc
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UBS Group AG
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Centennial Wealth Advisory LLC
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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COMMERCE FUNDS - The MidCap Value Fund Shares
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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First Horizon Advisors, Inc.
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
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MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
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Allworth Financial LP
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FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
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Kestra Investment Management, LLC
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A
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SageView Advisory Group, LLC
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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LifeWealth Investments, LLC
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Goldman Sachs Group Inc
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
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Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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City State Bank
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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Amica Mutual Insurance Co
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Stephens Consulting, LLC
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Legacy Wealth Managment, LLC/ID
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Argent Trust Co
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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Smartleaf Asset Management LLC
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
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GAMMA Investing LLC
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RYPRX - ROYCE FUND - Royce Premier Fund Investment Class
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Oliver Luxxe Assets LLC
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Basswood Capital Management, L.l.c.
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
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Geode Capital Management, Llc
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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Parkside Financial Bank & Trust
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Hm Payson & Co
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