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D. E. Shaw & Co., Inc.
|
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Captrust Financial Advisors
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Agf Management Ltd
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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State Of Wisconsin Investment Board
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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Baird Financial Group, Inc.
|
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Somerset Trust Co
|
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ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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Lisanti Capital Growth, LLC
|
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|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
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|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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Quantum Private Wealth, LLC
|
|
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
Greenwich Wealth Management LLC
|
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HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
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|
Equitable Holdings, Inc.
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CoreCap Advisors, LLC
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Night Owl Capital Management, LLC
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Harwood Advisory Group, LLC
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Group One Trading, L.p.
|
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IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Strategic Planning, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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Manchester Capital Management LLC
|
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MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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First Horizon Advisors, Inc.
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
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Navellier & Associates Inc
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Everence Capital Management Inc
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Farringdon Capital, Ltd.
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NorthCrest Asset Manangement, LLC
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MetLife Investment Management, LLC
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF
|
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KBC Group NV
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
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|
Cornerstone Planning Group LLC
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Bamco Inc /ny/
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Hudson Way Capital Management LLC
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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|
Cassaday & Co Wealth Management LLC
|
|
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VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
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|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
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|
Vision Financial Markets Llc
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
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|
Harvest Fund Management Co., Ltd
|
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SG Americas Securities, LLC
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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O'Neil Global Advisors, Inc.
|
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ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares
|
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|
O'shaughnessy Asset Management, Llc
|
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APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
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Fox Run Management, L.l.c.
|
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|
Avantax Advisory Services, Inc.
|
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Capital International Investors
|
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Pallas Capital Advisors LLC
|
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Wolverine Trading, Llc
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
Otter Creek Advisors, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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Great Lakes Advisors, Llc
|
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Curio Wealth, Llc
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
|
|
|
Partners Capital Investment Group, Llp
|
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|
Kera Capital Partners, Inc.
|
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|
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|
Verdence Capital Advisors LLC
|
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|
|
|
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares
|
|
|
|
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|
UBS Group AG
|
|
|
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|
Thrivent Financial For Lutherans
|
|
|
|
|
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BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares
|
|
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|
|
Northwestern Mutual Investment Management Company, Llc
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Raleigh Capital Management Inc.
|
|
|
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|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
BlackRock Innovation & Growth Trust
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Developing Growth Portfolio Class I
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Oakcliff Capital Partners, LP
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
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|
|
Friedenthal Financial
|
|
|
|
|
|
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares
|
|
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|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
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|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
Aristeia Capital Llc
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
VVSGX - VALIC Co I - Small Cap Growth Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
FINX - Global X Funds - Global X FinTech ETF
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Darsana Capital Partners LP
|
|
|
|
|
|
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H
|
|
|
|
|
|
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
BPTRX - BARON SELECT FUNDS - Baron Partners Fund
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Gavilan Investment Partners LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
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|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
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|
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares
|
|
|
|
|
|
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
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|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
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|
|
First Hawaiian Bank
|
|
|
|
|
|
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class
|
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|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Umb Bank N A/mo
|
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|
|
|
|
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Fortitude Family Office, LLC
|
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|
|
|
|
Ci Investments Inc.
|
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|
Parallel Advisors, LLC
|
|
|
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|
Russell Investments Group, Ltd.
|
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|
|
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|
Ritholtz Wealth Management
|
|
|
|
|
|
Sculptor Capital LP
|
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|
|
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|
Voya Investment Management Llc
|
|
|
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|
|
Capital Fund Management S.a.
|
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|
|
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|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
PTEC - Global X Funds - Global X PropTech ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
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|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
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|
Signaturefd, Llc
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
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|
Contravisory Investment Management, Inc.
|
|
|
|
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|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
Trust Point Inc.
|
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|
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|
Mml Investors Services, Llc
|
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|
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|
Shell Asset Management Co
|
|
|
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|
Brighton Jones Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
American Capital Management Inc
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Linonia Partnership LP
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Teca Partners, LP
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
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Optiver Holding B.V.
|
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Poinciana Advisors Group, Llc
|
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|
First Bank & Trust
|
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|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
Fmr Llc
|
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|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
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|
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I
|
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|
Exchange Capital Management, Inc.
|
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|
FIL Ltd
|
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|
Schonfeld Strategic Advisors LLC
|
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|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
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|
Stevens Capital Management Lp
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
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|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
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|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
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|
|
JustInvest LLC
|
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|
Oppenheimer & Co Inc
|
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|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Prakash Investment Advisors Llc
|
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DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
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|
Profunds - Profund Vp Mid-cap Growth
|
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|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
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|
|
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K
|
|
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|
Zacks Investment Management
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
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|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
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|
|
Element Wealth, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
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|
Park Avenue Securities Llc
|
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|
|
|
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares
|
|
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|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
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|
Larson Financial Group LLC
|
|
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|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
Marshall Wace, Llp
|
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Barbara Oil Co.
|
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Gries Financial Llc
|
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PineBridge Investments, L.P.
|
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|
Coldstream Capital Management Inc
|
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|
Inlight Wealth Management, LLC
|
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|
Barclays Plc
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
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|
EAM Global Investors LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
BRX Global LP
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SurgoCap Partners LP
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
4D Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
RGM Capital, LLC
|
|
|
|
|
|
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Anabranch Capital Management, LP
|
|
|
|
|
|
Greenstone Partners & Co., LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
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Avion Wealth
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
SJS Investment Consulting Inc.
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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Portside Wealth Group, LLC
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EverSource Wealth Advisors, LLC
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Eventide Asset Management, Llc
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Brown, Lisle/cummings, Inc.
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Linscomb & Williams, Inc.
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111 Capital
|
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SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
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Balyasny Asset Management Llc
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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Skopos Labs, Inc.
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
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Teachers Retirement System Of The State Of Kentucky
|
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND
|
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BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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Jfs Wealth Advisors, Llc
|
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MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
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Norden Group Llc
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HFM Investment Advisors, LLC
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Benjamin Edwards Inc
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Rhumbline Advisers
|
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Geneos Wealth Management Inc.
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Polymer Capital Management (US) LLC
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Arizona State Retirement System
|
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Sunbelt Securities, Inc.
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FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
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PDS Planning, Inc
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Lindbrook Capital, Llc
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LPL Financial LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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State Board Of Administration Of Florida Retirement System
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
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Legacy Trust
|
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Susquehanna Fundamental Investments, Llc
|
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SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
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Jump Financial, LLC
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Ameriprise Financial Inc
|
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Cnh Partners Llc
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LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Ubs Asset Management Americas Inc
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Sterling Capital Management LLC
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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Avory & Company, LLC
|
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QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
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Connable Office Inc
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Clearbridge Investments, LLC
|
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Castleark Management Llc
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Bank of New York Mellon Corp
|
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OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
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Horizon Investments, LLC
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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PENN SERIES FUNDS INC - Smid Cap Growth Fund
|
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Custom Index Systems, Llc
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Tudor Investment Corp Et Al
|
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|
Spence Asset Management
|
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|
Arkadios Wealth Advisors
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
Jarislowsky, Fraser Ltd
|
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|
Union Bancaire Privee, UBP SA
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
Quest Investment Management Llc
|
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|
Groupama Asset Managment
|
|
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|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
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|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
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|
|
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
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|
|
Buckingham Strategic Partners
|
|
|
|
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|
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Fortress Investment Group LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Next Century Growth Investors Llc
|
|
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|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A
|
|
|
|
|
|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Shannon River Fund Management LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Ranger Investment Management, L.P.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A
|
|
|
|
|
|
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
BlackRock Science & Technology Trust II
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class
|
|
|
|
|
|
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
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Lecap Asset Management Ltd
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Diversify Wealth Management, Llc
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Centiva Capital, LP
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JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
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Financial Network Wealth Advisors LLC
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Main Management ETF Advisors, LLC
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CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6
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PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
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Baron Wealth Management LLC
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STXM - EA Series Trust - Strive Mid-Cap ETF
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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Quantinno Capital Management LP
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
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ProShare Advisors LLC
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
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Regions Financial Corp
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
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Rathbone Brothers plc
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MFCPX - M FUND INC - M Capital Appreciation Fund
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TFC Financial Management
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Allegiance Financial Group Advisory Services LLC
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Meiji Yasuda Asset Management Co Ltd.
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
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Meeder Advisory Services, Inc.
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VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
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Empowered Funds, LLC
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
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Rise Advisors, LLC
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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Burney Co/
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Capital Performance Advisors Llp
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Principal Securities, Inc.
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Longboard Asset Management, LP
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Independent Advisor Alliance
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Md Sass Investors Services Inc
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
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CIBC World Markets Inc.
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Malaga Cove Capital, LLC
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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New York State Teachers Retirement System
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Congress Wealth Management LLC / DE /
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Route One Investment Company, L.P.
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Trexquant Investment LP
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
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Fiera Capital Corp
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class
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Manufacturers Life Insurance Company, The
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Victory Capital Management Inc
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Axa S.a.
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Envestnet Asset Management Inc
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BlackRock, Inc.
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Qsemble Capital Management, LP
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BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
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JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
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Tower Research Capital LLC (TRC)
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Dimensional Fund Advisors Lp
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TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares
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John Hancock Funds II - Science & Technology Fund Class NAV
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Hm Payson & Co
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Stockbridge Partners LLC
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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Makena Capital Management Llc
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Bank Of Nova Scotia
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Citadel Advisors Llc
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
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OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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Tairen Capital Ltd
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MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
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Smithfield Trust Co
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IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
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Invesco Ltd.
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Sequoia Financial Advisors, LLC
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Point72 (DIFC) Ltd
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Motley Fool Wealth Management, LLC
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FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
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