|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
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|
|
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|
Spurstone Advisory Services, LLC
|
|
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|
Hilltop National Bank
|
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Avion Wealth
|
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Jpmorgan Chase & Co
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Bank Of America Corp /de/
|
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|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
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|
Atom Investors LP
|
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Wolverine Trading, Llc
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
Concorde Financial Corp
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Treasurer of the State of North Carolina
|
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TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
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Schonfeld Strategic Advisors LLC
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SJS Investment Consulting Inc.
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ArrowMark Colorado Holdings LLC
|
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State Board Of Administration Of Florida Retirement System
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Brandywine Global Investment Management, LLC
|
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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Aqr Capital Management Llc
|
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Engineers Gate Manager LP
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
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|
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
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FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund
|
|
|
|
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|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
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First Trust Advisors Lp
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
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|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
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|
Brown Brothers Harriman & Co
|
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683 Capital Management, LLC
|
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Dark Forest Capital Management Lp
|
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KBC Group NV
|
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Jones Financial Companies Lllp
|
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Northern Right Capital Management, L.P.
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
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|
Farther Finance Advisors, LLC
|
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Crcm Lp
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Manufacturers Life Insurance Company, The
|
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Twin Peaks Wealth Advisors, LLC
|
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|
SeaBridge Investment Advisors LLC
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
Comerica Bank
|
|
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|
Uniplan Investment Counsel, Inc.
|
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Mercer Global Advisors Inc /adv
|
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|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
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|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
Morgan Stanley
|
|
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|
Seacrest Wealth Management, Llc
|
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Pictet Asset Management Holding SA
|
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Sterling Capital Management LLC
|
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|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
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|
UniSuper Management Pty Ltd
|
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Prelude Capital Management, Llc
|
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|
|
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Special Opportunities Fund, Inc.
|
|
|
|
|
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
Pershing Square Holdco, L.p.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Menlo Advisors Llc
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
NOSGX - Northern Funds - Northern Small Cap Value Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Bernzott Capital Advisors
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Rule One Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
K2 Principal Fund, L.p.
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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Y-Intercept (Hong Kong) Ltd
|
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|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
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|
LPL Financial LLC
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
RBB FUND, INC. - Adara Smaller Companies Fund
|
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|
Shay Capital LLC
|
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Barclays Plc
|
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KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Aristeia Capital Llc
|
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Swiss National Bank
|
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Mark Asset Management Lp
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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|
Independent Investors Inc
|
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|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Us Bancorp \de\
|
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|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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|
Voya Prime Rate Trust
|
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|
CIBC World Markets Inc.
|
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Larson Financial Group LLC
|
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Cwm, Llc
|
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CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
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|
Deutsche Bank Ag\
|
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Jane Street Group, Llc
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Susquehanna International Group, Llp
|
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Keeley-Teton Advisors, LLC
|
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Police & Firemen's Retirement System of New Jersey
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Qube Research & Technologies Ltd
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Beaird Harris Wealth Management, LLC
|
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Picton Mahoney Asset Management
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Pinnacle Financial Partners Inc
|
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Long Focus Capital Management, Llc
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
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|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Prudential Financial Inc
|
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Price T Rowe Associates Inc /md/
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
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Gabelli Equity Trust Inc
|
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BlackRock, Inc.
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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Invesco Ltd.
|
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VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Diversified Trust Co
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
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|
Public Employees Retirement Association Of Colorado
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Gotham Asset Management, LLC
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
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|
|
Capital Fund Management S.a.
|
|
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
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|
Sage Investment Counsel LLC
|
|
|
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|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
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|
Donald Smith & Co., Inc.
|
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|
Allworth Financial LP
|
|
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|
Bulldog Investors, LLP
|
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|
Parkside Financial Bank & Trust
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
Consulta Ltd
|
|
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|
|
Quinn Opportunity Partners LLC
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Cibc World Markets Corp
|
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|
Beach Investment Counsel Inc/pa
|
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|
Federation des caisses Desjardins du Quebec
|
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|
LLSCX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Small-Cap Fund
|
|
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|
Northside Capital Management, LLC
|
|
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|
Two Sigma Securities, Llc
|
|
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|
Geode Capital Management, Llc
|
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|
Loomis Sayles & Co L P
|
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|
Quarry LP
|
|
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|
|
M&t Bank Corp
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
RULRX - World Funds Trust - Rule One Fund
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
|
|
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF
|
|
|
|
|
|
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares
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LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Huntington National Bank
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Voya Investment Management Llc
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Lummis Asset Management, LP
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Squarepoint Ops LLC
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FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
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Gabelli Funds Llc
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POPFX - Managed Portfolio Series - Prospector Opportunity Fund
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American Century Companies Inc
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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Ing Groep Nv
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AUERX - Unified Series Trust - Auer Growth Fund
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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Versant Capital Management, Inc
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
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Quest Partners LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
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Brasada Capital Management, Lp
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Centiva Capital, LP
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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First Manhattan Co
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Gamco Investors, Inc. Et Al
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
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Group One Trading, L.p.
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Country Trust Bank
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IFC Advisors LLC
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Landmark Investment Partners, L.p.
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Impax Asset Management Group plc
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Fmr Llc
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MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
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Poehling Capital Management, LLC
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Grantham, Mayo, Van Otterloo & Co. LLC
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DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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J. Safra Sarasin Holding AG
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Pin Oak Investment Advisors Inc
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STXK - EA Series Trust - Strive Small-Cap ETF
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Hemington Wealth Management
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VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
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SRS Capital Advisors, Inc.
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Renaissance Technologies Llc
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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Steward Partners Investment Advisory, Llc
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Ubs Asset Management Americas Inc
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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State Of Wisconsin Investment Board
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FNY Investment Advisers, LLC
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PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class
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Wells Fargo & Company/mn
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SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
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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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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Horizon Kinetics Asset Management Llc
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Harbour Investments, Inc.
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Pershing Square Capital Management, L.P.
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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Institute for Wealth Management, LLC.
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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Balyasny Asset Management Llc
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New York State Common Retirement Fund
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Massmutual Trust Co Fsb/adv
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Legal & General Group Plc
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Rivernorth Opportunities Fund, Inc.
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Nuveen, LLC
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ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
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Aster Capital Management (DIFC) Ltd
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Zacks Investment Management
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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Tower Research Capital LLC (TRC)
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Cetera Investment Advisers
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FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Canada Pension Plan Investment Board
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KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
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Goldman Sachs Group Inc
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
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PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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IFP Advisors, Inc
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