Phillips Financial Management, Llc
|
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Hedeker Wealth, LLC
|
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|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
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|
Insight Inv LLC
|
|
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
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|
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Everence Capital Management Inc
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Sapient Capital Llc
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
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|
Talon Private Wealth, LLC
|
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|
Mariner, LLC
|
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|
Coldstream Capital Management Inc
|
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|
Savant Capital, LLC
|
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MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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|
OmniStar Financial Group, Inc.
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KBC Group NV
|
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Ameritas Investment Partners, Inc.
|
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Oliver Luxxe Assets LLC
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|
SBI Securities Co., Ltd.
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ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Algert Global Llc
|
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Investors Research Corp
|
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OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
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|
HAP Trading, LLC
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Pallas Capital Advisors LLC
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Concurrent Investment Advisors, LLC
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Collar Capital Management, LLC
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
SRS Capital Advisors, Inc.
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Friedenthal Financial
|
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|
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GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI
|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Boit C F David
|
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|
United Capital Financial Advisers, Llc
|
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Avantax Advisory Services, Inc.
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Smith Chas P & Associates Pa Cpas
|
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ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
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|
MetLife Investment Management, LLC
|
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Diversified Trust Co
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Bare Financial Services, Inc
|
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SOA Wealth Advisors, LLC.
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C
|
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|
Kingsview Wealth Management, LLC
|
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|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
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RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
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|
Morgan Stanley
|
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|
Hrt Financial Lp
|
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Walleye Capital LLC
|
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Westend Capital Management LLC
|
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|
New York State Teachers Retirement System
|
|
|
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JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
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|
Easterly Investment Partners Llc
|
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|
DecisionPoint Financial, LLC
|
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|
UMA Financial Services, Inc.
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
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|
New Century Financial Group, LLC
|
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MVPA - Advisor Managed Portfolios - Miller Value Partners Appreciation ETF
|
|
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Ogorek Anthony Joseph /ny/ /adv
|
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|
Susquehanna Fundamental Investments, Llc
|
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Janney Montgomery Scott LLC
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Naples Global Advisors, Llc
|
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|
Quantbot Technologies LP
|
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|
Prestige Wealth Management Group LLC
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
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|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
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|
Cornerstone Wealth Management, LLC
|
|
|
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|
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
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|
Fifth Third Bancorp
|
|
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
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|
CBOE Vest Financial, LLC
|
|
|
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|
Skopos Labs, Inc.
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
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|
SYM FINANCIAL Corp
|
|
|
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|
Trust Investment Advisors
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
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|
CIBC Asset Management Inc
|
|
|
|
|
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
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|
Captrust Financial Advisors
|
|
|
|
|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
Barclays Plc
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
Fmr Llc
|
|
|
|
|
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
SVPIX - Profunds - Small-cap Value Profund Investor Class
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
Boston Partners
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
Sentry LLC
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
CX Institutional
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
Miller Value Partners, Llc
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
Leavell Investment Management, Inc.
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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Operose Advisors LLC
|
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|
Arizona State Retirement System
|
|
|
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|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
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|
SOUTH STATE Corp
|
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|
Caxton Associates Llp
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Mercer Global Advisors Inc /adv
|
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Nisa Investment Advisors, Llc
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|
|
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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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|
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|
Kestra Advisory Services, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
Farther Finance Advisors, LLC
|
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|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
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|
Axa S.a.
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Public Sector Pension Investment Board
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
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|
Blue Bell Private Wealth Management, Llc
|
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Archer Investment Corp
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PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
Twin Tree Management, LP
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Oxbow Advisors, LLC
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QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
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Icon Advisers Inc/co
|
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FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
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|
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|
Peak6 Llc
|
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Principal Financial Group Inc
|
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Swiss National Bank
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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|
Atlantic Trust, LLC
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Altus Wealth Group LLC
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Semmax Financial Advisors Inc.
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DAVENPORT & Co LLC
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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Sterling Capital Management LLC
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HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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Adirondack Trust Co
|
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|
Wealthcare Advisory Partners LLC
|
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Atlantic Edge Private Wealth Management, LLC
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Creative Financial Designs Inc /adv
|
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
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|
Loudon Investment Management, LLC
|
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Private Trust Co Na
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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Saba Capital Management, L.P.
|
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Caisse Des Depots Et Consignations
|
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Citigroup Inc
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Paragon Capital Management Ltd
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FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
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|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
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|
Bank of New York Mellon Corp
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Todd Asset Management Llc
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Cubist Systematic Strategies, LLC
|
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State of Alaska, Department of Revenue
|
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
|
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|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
Atlantic Union Bankshares Corp
|
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|
Signaturefd, Llc
|
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
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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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|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
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|
Versor Investments LP
|
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Creative Planning
|
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Whittier Trust Co
|
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Salem Investment Counselors Inc
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
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|
UBS Group AG
|
|
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
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PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
|
|
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|
Pictet Asset Management Holding SA
|
|
|
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|
Golden State Wealth Management, LLC
|
|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
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|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
Addison Advisors LLC
|
|
|
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|
Eads & Heald Wealth Management
|
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|
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|
New England Capital Financial Advisors LLC
|
|
|
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|
Vaughan David Investments Inc/il
|
|
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|
SummitTX Capital, L.P.
|
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|
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|
Abound Wealth Management
|
|
|
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|
Register Financial Advisors LLC
|
|
|
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|
Birmingham Capital Management Co Inc/al
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
Comerica Bank
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
ADKSX - Adirondack Funds - Adirondack Small Cap Fund
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
Matisse Capital
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
Commerce Bank
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
Amundi
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
Schwallier Wealth Management LLC
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
RK Asset Management, LLC
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
State Street Corp
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
IAK - iSHARES TRUST - iShares U.S. Insurance ETF
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
State of Wyoming
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
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|
Jones Financial Companies Lllp
|
|
|
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|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
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|
Summit Trail Advisors, Llc
|
|
|
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|
Journey Strategic Wealth Llc
|
|
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
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|
BlackRock, Inc.
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
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|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
Traub Capital Management LLC
|
|
|
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|
BRYN MAWR TRUST Co
|
|
|
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|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
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|
AE Wealth Management LLC
|
|
|
|
|
Smith, Salley & Associates
|
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|
|
|
Trust Co Of Vermont
|
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
Two Sigma Investments, Lp
|
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|
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|
Allworth Financial LP
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
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|
Russell Investments Group, Ltd.
|
|
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
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|
HB Wealth Management, LLC
|
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|
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|
BKD Wealth Advisors, LLC
|
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
American Capital Advisory, LLC
|
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|
Holderness Investments Co
|
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|
Nbc Securities, Inc.
|
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|
WealthCollab, LLC
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
Meridian Investment Counsel Inc.
|
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|
Teza Capital Management LLC
|
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|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
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|
Group One Trading, L.p.
|
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|
|
Envestnet Asset Management Inc
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
Blair William & Co/il
|
|
|
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|
Jennison Associates Llc
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
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|
|
Eastern Bank
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
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|
Greenwood Capital Associates Llc
|
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|
South Dakota Investment Council
|
|
|
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
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|
Forum Financial Management, LP
|
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|
Lindbrook Capital, Llc
|
|
|
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|
Mutual Of America Capital Management Llc
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund
|
|
|
|
|
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
Strs Ohio
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
Avion Wealth
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
Norges Bank
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
Quarry LP
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
Profunds - Profund Vp Small-cap Value
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
Innealta Capital, Llc
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
|
Bokf, Na
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
Man Group plc
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
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Quantinno Capital Management LP
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Prudential Financial Inc
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Vanguard Group Inc
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
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Westhampton Capital, LLC
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Ethic Inc.
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Cresset Asset Management, LLC
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Jpmorgan Chase & Co
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Covestor Ltd
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RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity
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Johnson Investment Counsel Inc
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Css Llc/il
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Sound Income Strategies, LLC
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Treasurer of the State of North Carolina
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Point72 Asset Management, L.P.
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Capstone Investment Advisors, Llc
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Bradley Foster & Sargent Inc/ct
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AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
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Barrett & Company, Inc.
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STFGX - Advisers Investment Trust - State Farm Growth Fund
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Wells Fargo & Company/mn
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
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Sei Investments Co
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Alliancebernstein L.p.
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
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Bay Harbor Wealth Management, LLC
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HighTower Advisors, LLC
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Allen Wealth Management, Llc
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CHURCHILL MANAGEMENT Corp
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IFP Advisors, Inc
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Quest Partners LLC
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
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PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
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Gateway Investment Advisers Llc
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Rhumbline Advisers
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Plancorp, LLC
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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Flagship Wealth Advisors, Llc
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Painted Porch Advisors LLC
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Simplex Trading, Llc
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
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Mill Capital Management, LLC
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
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AUERX - Unified Series Trust - Auer Growth Fund
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SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
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Integrated Advisors Network LLC
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Holistic Financial Partners
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True Wealth Design, LLC
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
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FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
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Vision Financial Markets Llc
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Northwestern Mutual Wealth Management Co
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Toroso Investments, LLC
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Public Employees Retirement System Of Ohio
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WPG Advisers, LLC
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Pacific Center for Financial Services
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MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
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Resources Investment Advisors, LLC.
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LGT Financial Advisors LLC
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MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
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Mount Yale Investment Advisors, LLC
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Natixis Advisors, L.p.
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Royce Value Trust Inc
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High Note Wealth, LLC
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Huntington National Bank
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Jacobs Levy Equity Management, Inc
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Grove Bank & Trust
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PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
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J.w. Cole Advisors, Inc.
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Jaffetilchin Investment Partners, LLC
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ROE - EA Series Trust - Astoria US Quality Kings ETF
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RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF
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Nbt Bank N A /ny
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Engineers Gate Manager LP
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Maryland State Retirement & Pension System
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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Geode Capital Management, Llc
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Northern Trust Corp
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Carson Advisory Inc.
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Sachetta, LLC
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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Cerity Partners LLC
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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Advisors Capital Management, LLC
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Daymark Wealth Partners, Llc
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BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
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Capital Fund Management S.a.
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SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
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Prelude Capital Management, Llc
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SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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Wood Tarver Financial Group, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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BluePath Capital Management, LLC
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Ronald Blue Trust, Inc.
|
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Farmers & Merchants Investments Inc
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DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
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Asset Dedication, LLC
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Binnacle Investments Inc
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PFG Investments, LLC
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Tidemark, LLC
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Stephens Consulting, LLC
|
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American Century Companies Inc
|
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
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