|
Advisor Group Holdings, Inc.
|
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|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Savant Capital, LLC
|
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|
Qube Research & Technologies Ltd
|
|
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|
Global Retirement Partners, LLC
|
|
|
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|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
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|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
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|
|
Keybank National Association/oh
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
Boston Partners
|
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|
Jump Financial, LLC
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|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
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|
MetLife Investment Management, LLC
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
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|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
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|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
|
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|
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|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
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|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Douglass Winthrop Advisors, LLC
|
|
|
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FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
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|
Charles Schwab Investment Management Inc
|
|
|
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|
|
Allworth Financial LP
|
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Comerica Bank
|
|
|
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ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I
|
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|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
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FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund
|
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|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
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|
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
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|
Two Sigma Securities, Llc
|
|
|
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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|
State Street Corp
|
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|
Mutual Of America Capital Management Llc
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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|
Winton Capital Group Ltd
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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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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|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
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|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
CoreCap Advisors, LLC
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I
|
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CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares
|
|
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|
Strs Ohio
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
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|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
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|
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|
Maryland State Retirement & Pension System
|
|
|
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|
Trillium Asset Management, Llc
|
|
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|
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
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|
CENTRAL TRUST Co
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
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|
Atria Wealth Solutions, Inc.
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
PenderFund Capital Management Ltd.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Banks
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PFG Investments, LLC
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
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|
New York State Teachers Retirement System
|
|
|
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|
Capital Group Private Client Services, Inc.
|
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Gabelli Funds Llc
|
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Iron Horse Wealth Management, LLC
|
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Benin Management CORP
|
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Simplex Trading, Llc
|
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RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
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|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
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|
Sky Investment Group LLC
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Hunter Perkins Capital Management, LLC
|
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|
South Dakota Investment Council
|
|
|
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Advanced Series Trust - Ast Small-cap Growth Portfolio
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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|
Ronald Blue Trust, Inc.
|
|
|
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Firestone Capital Management
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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Xponance, Inc.
|
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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Horizon Investments, LLC
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Verdence Capital Advisors LLC
|
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Steward Partners Investment Advisory, Llc
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Hughes Financial Services, LLC
|
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|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
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Twin Peaks Wealth Advisors, LLC
|
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Tudor Investment Corp Et Al
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Cetera Investment Advisers
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
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|
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
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KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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Principal Financial Group Inc
|
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DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
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State of Wyoming
|
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American Century Companies Inc
|
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SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
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|
Sequoia Financial Advisors, LLC
|
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KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
|
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Federation des caisses Desjardins du Quebec
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
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|
Bank Of America Corp /de/
|
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True Wealth Design, LLC
|
|
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IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
|
|
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|
NorthCrest Asset Manangement, LLC
|
|
|
|
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|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund
|
|
|
|
|
|
Prana Capital Management, LP
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
Kestra Investment Management, LLC
|
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|
|
Commerce Bank
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
|
|
|
|
|
|
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
VSSVX - VALIC Co I - Small Cap Special Values Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Sapience Investments, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Nitorum Capital, L.P.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Azora Capital LP
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Fourthstone LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
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KBC Group NV
|
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RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
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|
V-Square Quantitative Management LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
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|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
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|
Janus Henderson Group Plc
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
|
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|
Wolverine Trading, Llc
|
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|
Walleye Capital LLC
|
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Nicolet Advisory Services, Llc
|
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Lighthouse Investment Partners, LLC
|
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|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
|
|
Hemington Wealth Management
|
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|
Citigroup Inc
|
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Venturi Wealth Management, LLC
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
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|
Point72 Hong Kong Ltd
|
|
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|
Deutsche Bank Ag\
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Activest Wealth Management
|
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Goldman Sachs Group Inc
|
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SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
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|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
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Harbour Investments, Inc.
|
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Balyasny Asset Management Llc
|
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WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL
|
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JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
|
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Quest Partners LLC
|
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Financial Management Professionals, Inc.
|
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Bayforest Capital Ltd
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
Bruce G. Allen Investments, LLC
|
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|
Salzhauer Michael
|
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ABASX - AB TRUST - AB Discovery Value Fund Class A
|
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O'shaughnessy Asset Management, Llc
|
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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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|
Fifth Third Wealth Advisors LLC
|
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Assenagon Asset Management S.A.
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IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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|
EJF Capital LLC
|
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|
NewSquare Capital LLC
|
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Legal & General Group Plc
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
First Horizon Advisors, Inc.
|
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|
Ameritas Investment Partners, Inc.
|
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|
BlackRock, Inc.
|
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
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|
Ensign Peak Advisors, Inc
|
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FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
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|
Fiduciary Trust Co
|
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|
Panagora Asset Management Inc
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Evergreen Capital Management Llc
|
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Mackenzie Financial Corp
|
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Tower Research Capital LLC (TRC)
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
Interval Partners, LP
|
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|
Parkside Financial Bank & Trust
|
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XTX Topco Ltd
|
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|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
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|
Bangor Savings Bank
|
|
|
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|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
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|
EverSource Wealth Advisors, LLC
|
|
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|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
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|
Hantz Financial Services, Inc.
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
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|
|
Lecap Asset Management Ltd
|
|
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|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
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|
|
|
Umb Bank N A/mo
|
|
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|
Gator Capital Management, LLC
|
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
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|
Us Bancorp \de\
|
|
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|
|
|
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
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|
Cambiar Investors Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Jane Street Group, Llc
|
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|
Morgan Stanley
|
|
|
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|
Pzena Investment Management Llc
|
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|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A
|
|
|
|
|
|
Stieven Capital Advisors, L.P.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
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|
Golden State Wealth Management, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Franklin Resources Inc
|
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|
Capital Advisors, Ltd. LLC
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|
Davis Asset Management, L.P.
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
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|
RMB Capital Management, LLC
|
|
|
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|
|
Profunds - Profund Vp Mid-cap Value
|
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|
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|
Caption Management, LLC
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|
|
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|
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class
|
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|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
|
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
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|
|
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|
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I
|
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|
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|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
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|
|
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|
SlateStone Wealth, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
|
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|
King Luther Capital Management Corp
|
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|
|
|
|
CWM Advisors, LLC
|
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|
Groupama Asset Managment
|
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T. Rowe Price Investment Management, Inc.
|
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|
|
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|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
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|
Cardinal Capital Management
|
|
|
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|
Brighton Jones Llc
|
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|
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
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|
Polar Asset Management Partners Inc.
|
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|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
|
|
State Of Wisconsin Investment Board
|
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|
Greenleaf Trust
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Larson Financial Group LLC
|
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|
Rise Advisors, LLC
|
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|
Lazard Asset Management Llc
|
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|
CIBC World Markets Inc.
|
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|
SRS Capital Advisors, Inc.
|
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|
Whipplewood Advisors, LLC
|
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|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
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|
|
|
First Trust Advisors Lp
|
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|
Creative Financial Designs Inc /adv
|
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|
Invesco Ltd.
|
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|
Raymond James Financial Inc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
MAI Capital Management
|
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|
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|
Versant Capital Management, Inc
|
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Schonfeld Strategic Advisors LLC
|
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|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
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|
GW&K Investment Management, LLC
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
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|
GWM Advisors LLC
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
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|
Wells Fargo & Company/mn
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
TFO USA Ltd
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Strategic Value Bank Partners LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Value Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
|
|
|
|
|
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Maltese Capital Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Dana Investment Advisors, Inc.
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Advisory Research Inc
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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Treasurer of the State of North Carolina
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EP Wealth Advisors, Inc.
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EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
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Meeder Asset Management Inc
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Fmr Llc
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Kahn Brothers Group Inc /de/
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DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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Lindbrook Capital, Llc
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FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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CIBC Private Wealth Group, LLC
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Rialto Wealth Management, LLC
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
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Trexquant Investment LP
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Susquehanna International Group, Llp
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Fort Washington Investment Advisors Inc /oh/
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
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Trust Co Of Vermont
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Optiver Holding B.V.
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Stifel Financial Corp
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Bank of New York Mellon Corp
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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