|
Farringdon Capital, Ltd.
|
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Mount Yale Investment Advisors, LLC
|
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|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
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|
Securian Asset Management, Inc
|
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|
Alliancebernstein L.p.
|
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|
Quantessence Capital LLC
|
|
|
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|
Renaissance Group Llc
|
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|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
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|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
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|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
VELA Funds - VELA Small Cap Fund Class I
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
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|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
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|
Asset Management One Co., Ltd.
|
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|
Point72 Hong Kong Ltd
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Martingale Asset Management L P
|
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|
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|
WPG Advisers, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
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|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
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|
|
|
|
Absher Wealth Management, Llc
|
|
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
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|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
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|
Sharkey, Howes & Javer
|
|
|
|
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|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
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|
|
Boreal Capital Management LLC
|
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|
|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
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|
|
Royce & Associates Lp
|
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|
Nisa Investment Advisors, Llc
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
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|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
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|
|
|
Arjuna Capital
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
|
|
|
|
|
|
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
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|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
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|
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|
Cornerstone Wealth Management, LLC
|
|
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|
Bank of New Hampshire
|
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|
Ifrah Financial Services, Inc.
|
|
|
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|
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
|
|
|
|
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|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
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|
|
Royce Value Trust Inc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
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|
Trexquant Investment LP
|
|
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|
Global Retirement Partners, LLC
|
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|
Parallel Advisors, LLC
|
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|
Curat Global, LLC
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
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|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
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|
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|
Walleye Trading LLC
|
|
|
|
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|
Icon Wealth Advisors, LLC
|
|
|
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|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
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|
Deprince Race & Zollo Inc
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
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|
Retirement Systems of Alabama
|
|
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|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Sapience Investments, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Robotti Robert
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Sachetta, LLC
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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|
Delta Financial Advisors Llc
|
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|
Quadrant Capital Group Llc
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
Lakeridge Wealth Management LLC
|
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|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Mackenzie Financial Corp
|
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|
Stratos Wealth Partners, LTD.
|
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Voloridge Investment Management, Llc
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Cetera Investment Advisers
|
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|
Aristides Capital LLC
|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
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|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
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|
BlackRock, Inc.
|
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|
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|
Hurley Capital, LLC
|
|
|
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Us Bancorp \de\
|
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Trillium Asset Management, Llc
|
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Wells Fargo & Company/mn
|
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IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
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|
Bayforest Capital Ltd
|
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|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
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|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
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|
|
|
Engineers Gate Manager LP
|
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|
|
Janney Montgomery Scott LLC
|
|
|
|
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|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
Vident Advisory, LLC
|
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|
Alyeska Investment Group, L.P.
|
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Fmr Llc
|
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
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|
LifeWealth Investments, LLC
|
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Barnes Pettey Financial Advisors, Llc
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
|
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|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
State Street Corp
|
|
|
|
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|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
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|
Fiera Capital Corp
|
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|
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|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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JustInvest LLC
|
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|
Crossmark Global Holdings, Inc.
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
Private Wealth Management Group, LLC
|
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|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
WFA of San Diego, LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
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|
Kera Capital Partners, Inc.
|
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|
Prestige Wealth Management Group LLC
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Mv Capital Management, Inc.
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Principal Financial Group Inc
|
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|
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund
|
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|
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|
Shelton Capital Management
|
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|
Captrust Financial Advisors
|
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|
Machina Capital S.a.s.
|
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|
Rakuten Securities, Inc.
|
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|
Farrow Financial Inc.
|
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|
Franklin Resources Inc
|
|
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|
Royal Bank Of Canada
|
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|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
We Are One Seven, LLC
|
|
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|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
|
|
|
|
|
|
Cartenna Capital, LP
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Growth Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
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|
Cornerstone Wealth Group, LLC
|
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|
Matrix Trust Co
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Wellington Management Group Llp
|
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|
Diamant Asset Management, Inc.
|
|
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
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|
|
Arlington Trust Co LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
Pnc Financial Services Group, Inc.
|
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PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class
|
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CIBC Asset Management Inc
|
|
|
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
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Handelsbanken Fonder AB
|
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
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CNB Bank
|
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|
Creative Planning
|
|
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|
Ameriprise Financial Inc
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
Vermillion & White Wealth Management Group, LLC
|
|
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|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
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Tilia Fiduciary Partners, Inc.
|
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RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
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|
Park Edge Advisors, LLC
|
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
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|
PineBridge Investments, L.P.
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
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Coldstream Capital Management Inc
|
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Hancock Whitney Corp
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Cerity Partners LLC
|
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|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
CI Private Wealth, LLC
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
|
|
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|
Vancity Investment Management Ltd
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Cambridge Investment Research Advisors, Inc.
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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VELA Investment Management, LLC
|
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PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
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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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Mcdonald Partners Llc
|
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VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
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WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
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Eastern Bank
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
Morgan Stanley
|
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|
CAPROCK Group, Inc.
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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Ethic Inc.
|
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Jpmorgan Chase & Co
|
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Martin Capital Partners, LLC
|
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Raymond James Financial Inc
|
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|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
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|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
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|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
Dogwood Wealth Management LLC
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Panagora Asset Management Inc
|
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|
|
IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
|
|
|
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|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
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|
Greenleaf Trust
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
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Ritter Daniher Financial Advisory LLC / DE
|
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SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
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|
Richard W. Paul & Associates, LLC
|
|
|
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|
Riversedge Advisors, Llc
|
|
|
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|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
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|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
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|
|
Voya Investment Management Llc
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
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|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
EdgePoint Investment Group Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Albion Financial Group /ut
|
|
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Axa S.a.
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GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
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Snowden Capital Advisors LLC
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Pictet Asset Management Holding SA
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American Capital Advisory, LLC
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Avion Wealth
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Public Employees Retirement Association Of Colorado
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
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Castleark Management Llc
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NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A
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Naples Global Advisors, Llc
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Nomura Asset Management Co Ltd
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OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
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Welch & Forbes Llc
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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BRYN MAWR TRUST Co
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Charles Schwab Investment Management Inc
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UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
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VCGAX - VALIC Co I - Growth & Income Fund
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Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Mercer Global Advisors Inc /adv
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Signaturefd, Llc
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
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SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
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Kestra Investment Management, LLC
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Rhumbline Advisers
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Principia Wealth Advisory, LLC
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
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Meiji Yasuda Asset Management Co Ltd.
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Mascoma Wealth Management LLC
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Stratos Wealth Advisors, LLC
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Allianz Asset Management GmbH
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Fuller & Thaler Asset Management, Inc.
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
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FSM Wealth Advisors, LLC
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Camden Capital, LLC
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QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
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BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
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Inscription Capital, LLC
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Northwestern Mutual Wealth Management Co
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
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Glenview Trust Co
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Dimensional Fund Advisors Lp
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Citadel Investment Advisory, Inc.
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Diversified Trust Co
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
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Mariner, LLC
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
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Hudson Valley Investment Advisors Inc /adv
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
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MAI Capital Management
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BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
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HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
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Park Avenue Securities Llc
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CLARET ASSET MANAGEMENT Corp
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Morey & Quinn Wealth Partners, LLC
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Mirae Asset Global Investments Co., Ltd.
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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Citadel Advisors Llc
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PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
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Manchester Capital Management LLC
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Benjamin Edwards Inc
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Patten & Patten Inc/tn
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Fisher Asset Management, LLC
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JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
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Capital Advisors, Ltd. LLC
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WealthPLAN Partners, LLC
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Simon Quick Advisors, Llc
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Employees Retirement System of Texas
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
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High Note Wealth, LLC
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Pathstone Holdings, LLC
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TFC Financial Management
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Syon Capital Llc
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First Trust Advisors Lp
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OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
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Lawson Kroeker Investment Management Inc/ne
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
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PRNT - Ark ETF Trust - The 3D Printing ETF
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Fulton Bank, N.a.
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IMA Wealth, Inc.
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Illinois Municipal Retirement Fund
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Ensign Peak Advisors, Inc
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SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
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S&co Inc
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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WealthTrak Capital Management LLC
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
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Hughes Financial Services, LLC
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Lord, Abbett & Co. Llc
|
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Victory Capital Management Inc
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SRS Capital Advisors, Inc.
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
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|
Klp Kapitalforvaltning As
|
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Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
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Silvercrest Asset Management Group Llc
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MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
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WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
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Glen Eagle Advisors, LLC
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
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HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
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Versant Capital Management, Inc
|
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Sivia Capital Partners, LLC
|
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Profunds - Profund Vp Mid-cap Value
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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Foyston, Gordon, & Payne Inc
|
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ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
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Gamco Investors, Inc. Et Al
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
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