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Center for Financial Planning, Inc.
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
Pacific Capital Partners Ltd
|
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|
Boston Partners
|
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|
Ameriprise Financial Inc
|
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Dougherty Wealth Advisers LLC
|
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Us Bancorp \de\
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Wallace Capital Management Inc.
|
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|
Baird Financial Group, Inc.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
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|
Centricity Wealth Management, LLC
|
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|
Bogart Wealth, LLC
|
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|
Mercer Global Advisors Inc /adv
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Northern Trust Corp
|
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Western Pacific Wealth Management, LP
|
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Great West Life Assurance Co /can/
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Tower Research Capital LLC (TRC)
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
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|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
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|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
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|
SRS Capital Advisors, Inc.
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Salomon & Ludwin, LLC
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Evergreen Capital Management Llc
|
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Savant Capital, LLC
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
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|
Public Sector Pension Investment Board
|
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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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Police & Firemen's Retirement System of New Jersey
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Wealthfront Advisers Llc
|
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|
CIBC Private Wealth Group, LLC
|
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|
Ameriflex Group, Inc.
|
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GPS Wealth Strategies Group, LLC
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Umb Bank N A/mo
|
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Keebeck Wealth Management, LLC
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Whitebox Advisors Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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JustInvest LLC
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VCULX - VALIC Co I - Growth Fund
|
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Rothschild Investment Llc
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
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Millennium Management Llc
|
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Central Pacific Bank - Trust Division
|
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Tudor Investment Corp Et Al
|
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Hosking Partners LLP
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Assetmark, Inc
|
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Schonfeld Strategic Advisors LLC
|
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DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
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|
Fortis Group Advisors, LLC
|
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MOGLX - Gabelli Innovations Trust - Gabelli Media Mogul Fund
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
Caitong International Asset Management Co., Ltd
|
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Atlantic Trust, LLC
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
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Snowden Capital Advisors LLC
|
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|
BNP Paribas Asset Management Holding S.A.
|
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Jane Street Group, Llc
|
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IYZ - iSHARES TRUST - iShares U.S. Telecommunications ETF
|
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
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National Bank Of Canada /fi/
|
|
|
|
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|
Bartlett & Co. Wealth Management Llc
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
Avion Wealth
|
|
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|
Mraz, Amerine & Associates, Inc.
|
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|
Atria Investments Llc
|
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|
Mv Capital Management, Inc.
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Steward Partners Investment Advisory, Llc
|
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|
|
Harris Associates L P
|
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|
Strategic Investment Solutions, Inc. /IL
|
|
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|
Zions Bancorporation, National Association /ut/
|
|
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|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
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|
Sei Investments Co
|
|
|
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|
Highline Wealth Partners Llc
|
|
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|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I)
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Cooper Creek Partners Management Llc
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
ARB - AltShares Trust - AltShares Merger Arbitrage ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Slotnik Capital, LLC
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
|
|
|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Fort Baker Capital Management LP
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Kintayl Capital LP
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Empyrean Capital Partners, LP
|
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|
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|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
|
|
|
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|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Mount Capital Ltd
|
|
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
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|
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Chicago Capital, LLC
|
|
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|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
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|
Cerity Partners LLC
|
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|
|
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
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|
We Are One Seven, LLC
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|
Activest Wealth Management
|
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Quaker Capital Investments, LLC
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Stonehill Capital Management Llc
|
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Beaird Harris Wealth Management, LLC
|
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|
Sequoia Financial Advisors, LLC
|
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Cnh Partners Llc
|
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Hudson Bay Capital Management LP
|
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ProVise Management Group, LLC
|
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|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
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|
Arizona State Retirement System
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
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|
Resonant Capital Advisors, LLC
|
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|
Bridgewater Associates, LP
|
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|
Investment Management Associates Inc /adv
|
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Quest Partners LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Natixis
|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
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|
Everence Capital Management Inc
|
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|
IFP Advisors, Inc
|
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
|
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|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
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|
United Capital Financial Advisers, Llc
|
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|
Blackstone Group Inc
|
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|
FNY Investment Advisers, LLC
|
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|
Brevan Howard Capital Management LP
|
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|
Schneider Downs Wealth Management Advisors, LP
|
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|
Stephens Inc /ar/
|
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|
|
MBL Wealth, LLC
|
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|
Harvest Fund Management Co., Ltd
|
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|
Fairscale Capital, LLC
|
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|
AlphaCore Capital LLC
|
|
|
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|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
Venturi Wealth Management, LLC
|
|
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|
State of New Jersey Common Pension Fund D
|
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Highbridge Capital Management Llc
|
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Spire Wealth Management
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
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|
Arrowstreet Capital, Limited Partnership
|
|
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
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|
Northwestern Mutual Wealth Management Co
|
|
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|
Wolverine Asset Management Llc
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF
|
|
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|
Glenmede Investment Management, LP
|
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|
Skopos Labs, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
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|
Fpr Partners Llc
|
|
|
|
|
|
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
P Schoenfeld Asset Management Lp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
MRGR - PROSHARES TRUST - ProShares Merger ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Hall Kathryn A.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
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Magnetar Financial LLC
|
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Fmr Llc
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
Nilsine Partners, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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Sierra Ocean, Llc
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Td Asset Management Inc
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Massmutual Trust Co Fsb/adv
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Integrated Wealth Concepts LLC
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
JNE Partners LLP
|
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Klp Kapitalforvaltning As
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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New York State Common Retirement Fund
|
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Parkworth Wealth Management, Inc.
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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East Coast Asset Management, LLC.
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Soros Fund Management Llc
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KBC Group NV
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
Private Trust Co Na
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VisionPoint Advisory Group, LLC
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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O'shaughnessy Asset Management, Llc
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Lazard Asset Management Llc
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Captrust Financial Advisors
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American Century Companies Inc
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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Cromwell Holdings LLC
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Dimensional Fund Advisors Lp
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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Invesco Ltd.
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Bank Of Nova Scotia
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Maryland State Retirement & Pension System
|
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ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
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Raymond James Financial Inc
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|
Sandy Spring Bank
|
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Crewe Advisors LLC
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ROSS\JOHNSON & Associates LLC
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Algert Global Llc
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Lionstone Capital Management LLC
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Utah Retirement Systems
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
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|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
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Dark Forest Capital Management Lp
|
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DekaBank Deutsche Girozentrale
|
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VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares
|
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NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
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Intech Investment Management Llc
|
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Bruce G. Allen Investments, LLC
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JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
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SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
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Plancorp, LLC
|
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Xponance, Inc.
|
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Geode Capital Management, Llc
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
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Farther Finance Advisors, LLC
|
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|
Comerica Bank
|
|
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Harbor Advisors LLC
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Smartleaf Asset Management LLC
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
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|
Jpmorgan Chase & Co
|
|
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|
|
Trust Co
|
|
|
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|
Aristeia Capital Llc
|
|
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|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
Summit Trail Advisors, Llc
|
|
|
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|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc
|
|
|
|
|
|
Elliott Investment Management L.P.
|
|
|
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|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Pentwater Capital Management LP
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
ULTRA SERIES FUND - Mid Cap Fund Class I
|
|
|
|
|
|
Benchstone Capital Management LP
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
LB Partners LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Baupost Group Llc/ma
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
