|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
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|
|
Royal Bank Of Canada
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
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|
Advisory Services Network, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
Equitable Holdings, Inc.
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DekaBank Deutsche Girozentrale
|
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|
DLD Asset Management, LP
|
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|
Spectrum Wealth Counsel, LLC
|
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|
Slow Capital, Inc.
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Manhattan West Asset Management, LLC
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Global Retirement Partners, LLC
|
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|
Strs Ohio
|
|
|
|
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|
Abound Wealth Management
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
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|
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|
Northwestern Mutual Wealth Management Co
|
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|
|
|
|
Hallmark Capital Management Inc
|
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|
IFP Advisors, Inc
|
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|
Whipplewood Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
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|
Gotham Asset Management, LLC
|
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|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
|
Ark Venture Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
|
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|
|
China Universal Asset Management Co., Ltd.
|
|
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|
|
|
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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Dimensional Fund Advisors Lp
|
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
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|
Entropy Technologies, LP
|
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|
Valeo Financial Advisors, LLC
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Wood Tarver Financial Group, LLC
|
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Goldman Sachs Group Inc
|
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Franklin Resources Inc
|
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|
Loomis Sayles & Co L P
|
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
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|
Koss-Olinger Consulting, LLC
|
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|
Janus Henderson Group Plc
|
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Vestmark Advisory Solutions, Inc.
|
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ARKG - Ark ETF Trust - ARK Genomic Revolution ETF
|
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|
Aqr Capital Management Llc
|
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Capital International Ltd /ca/
|
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|
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|
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
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|
Kozak & Associates, Inc.
|
|
|
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|
State of New Jersey Common Pension Fund D
|
|
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|
Parallel Advisors, LLC
|
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|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Rothschild Investment Llc
|
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|
HC Advisors, LLC
|
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|
Fmr Llc
|
|
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|
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
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|
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
|
|
|
|
|
ARK Investment Management LLC
|
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|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
EcoR1 Capital, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
|
|
|
|
|
Sr One Capital Management, Lp
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Elkhorn Partners Limited Partnership
|
|
|
|
|
|
NOSGX - Northern Funds - Northern Small Cap Value Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
LIGYX - LOOMIS SAYLES FUNDS II - Loomis Sayles International Growth Fund Class Y
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Profunds - Profund Vp Biotechnology
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Profunds - Profund Vp Small-cap
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
Affinity Asset Advisors, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
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|
PayPay Securities Corp
|
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|
Wolff Wiese Magana Llc
|
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|
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|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
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|
Pflug Koory, LLC
|
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Hm Payson & Co
|
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Mirae Asset Global Investments Co., Ltd.
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Virtus Investment Advisers, Inc.
|
|
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|
Ameritas Investment Partners, Inc.
|
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|
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|
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
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|
Davy Global Fund Management Ltd
|
|
|
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|
PENN SERIES FUNDS INC - Small Cap Index Fund
|
|
|
|
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|
Rakuten Securities, Inc.
|
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BankPlus Trust Department
|
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Creative Planning
|
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|
Brinker Capital Investments, LLC
|
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|
Green Alpha Advisors, LLC
|
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MAI Capital Management
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
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|
Nisa Investment Advisors, Llc
|
|
|
|
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|
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
|
|
|
|
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|
Hollencrest Capital Management
|
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|
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|
Philadelphia Trust Co
|
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
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|
Qsemble Capital Management, LP
|
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|
Financial Perspectives, Inc
|
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Pnc Financial Services Group, Inc.
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
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|
Greykasell Wealth Strategies, Inc.
|
|
|
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|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
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|
IFS Advisors, LLC
|
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|
BlackRock, Inc.
|
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Western Pacific Wealth Management, LP
|
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Atlantic Union Bankshares Corp
|
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FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
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|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
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|
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|
Arete Wealth Advisors, LLC
|
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|
Voya Investment Management Llc
|
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|
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|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
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|
Aquatic Capital Management LLC
|
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|
|
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
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|
Moran Wealth Management, LLC
|
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|
Raymond James Financial Inc
|
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|
Fifth Third Bancorp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
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|
|
Change Path, LLC
|
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|
ARKK - Ark ETF Trust - ARK Innovation ETF
|
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|
CIBC World Markets Inc.
|
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|
Millstone Evans Group, LLC
|
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|
Newbridge Financial Services Group, Inc.
|
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|
North Star Asset Management Inc
|
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|
Louisbourg Investments Inc.
|
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|
Jump Financial, LLC
|
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|
SBI Securities Co., Ltd.
|
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|
Ubs Oconnor Llc
|
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|
AdvisorNet Financial, Inc
|
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|
Del-Sette Capital Management, LLC
|
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|
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|
Advyzon Investment Management, LLC
|
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|
Raelipskie Partnership
|
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
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|
Hsbc Holdings Plc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
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|
|
Prospera Financial Services Inc
|
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|
Barclays Plc
|
|
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|
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|
Peapack Gladstone Financial Corp
|
|
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|
|
|
RMB Capital Management, LLC
|
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|
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|
Two Sigma Investments, Lp
|
|
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|
|
Jasper Ridge Partners, L.P.
|
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|
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|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Privium Fund Management B.V.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
|
|
|
|
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF
|
|
|
|
|
|
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF
|
|
|
|
|
|
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Versant Venture Management, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
NEA Management Company, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
|
|
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
NSIDX - Northern Funds - Northern Small Cap Index Fund
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
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|
Larson Financial Group LLC
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West Family Investments, Inc.
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State Street Corp
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Ameriprise Financial Inc
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Capital Advisors Inc/ok
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Sunbelt Securities, Inc.
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Brave Asset Management Inc
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RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
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NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
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Riggs Asset Managment Co. Inc.
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Lazard Asset Management Llc
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Teacher Retirement System Of Texas
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California State Teachers Retirement System
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Rhumbline Advisers
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Horizon Kinetics Asset Management Llc
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Alpine Woods Capital Investors, Llc
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Federation des caisses Desjardins du Quebec
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ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
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Diadema Partners Lp
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Caitong International Asset Management Co., Ltd
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HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
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Alliancebernstein L.p.
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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Cerity Partners LLC
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Intech Investment Management Llc
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Alta Wealth Advisors LLC
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Wealthfront Advisers Llc
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Hennion & Walsh Asset Management, Inc.
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Steward Partners Investment Advisory, Llc
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IWM - iSHARES TRUST - iShares Russell 2000 ETF
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Pin Oak Investment Advisors Inc
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Atlantic Private Wealth, LLC
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Police & Firemen's Retirement System of New Jersey
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EverSource Wealth Advisors, LLC
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Toth Financial Advisory Corp
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ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
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Geneos Wealth Management Inc.
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Millennium Management Llc
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Palo Alto Investors LP
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UBS Group AG
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Jpmorgan Chase & Co
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Westside Investment Management, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Private Advisor Group, LLC
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Nuveen, LLC
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Kestra Private Wealth Services, Llc
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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Nbt Bank N A /ny
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Squarepoint Ops LLC
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Jane Street Group, Llc
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Tidemark, LLC
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Spire Wealth Management
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Stifel Financial Corp
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Himension Fund
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NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
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Northern Trust Corp
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Evolution Wealth Management Inc.
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Sig Brokerage, Lp
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Community Bank, N.A.
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Profunds - Profund Vp Ultrasmall-cap
|
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SG Americas Securities, LLC
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Advisors Asset Management, Inc.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y
|
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Capital Market Strategies LLC
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Eqis Capital Management, Inc.
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Flagship Wealth Advisors, Llc
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Captrust Financial Advisors
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Optiver Holding B.V.
|
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Bell Investment Advisors, Inc
|
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Tradewinds Capital Management, LLC
|
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Us Bancorp \de\
|
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Aptus Capital Advisors, LLC
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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State Of Wisconsin Investment Board
|
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Twin Lakes Capital Management, LLC
|
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Benjamin Edwards Inc
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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Sandy Spring Bank
|
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EMC Capital Management
|
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C M Bidwell & Associates Ltd
|
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BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class
|
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Manchester Capital Management LLC
|
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SJS Investment Consulting Inc.
|
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Advisor Group Holdings, Inc.
|
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JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
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VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
|
|
|
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|
Blair William & Co/il
|
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Rational Advisors Llc
|
|
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|
|
Manufacturers Life Insurance Company, The
|
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|
|
Cibc World Markets Corp
|
|
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|
Mason & Associates Inc
|
|
|
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|
|
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
|
|
|
|
|
Woodline Partners LP
|
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
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|
|
Sachetta, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
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Harbor Investment Advisory, Llc
|
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|
