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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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Simplicity Wealth,LLC
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Sheets Smith Wealth Management
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Cetera Investment Advisers
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Teachers Retirement System Of The State Of Kentucky
|
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Tortoise Investment Management, LLC
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
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Bnp Paribas Arbitrage, Sa
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Mv Capital Management, Inc.
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FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
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Citadel Investment Advisory, Inc.
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XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
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Angel Oak Financial Strategies Income Term Trust
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Brookstone Capital Management
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Oliver Luxxe Assets LLC
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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Jpmorgan Chase & Co
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IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
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Benjamin Edwards Inc
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
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APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
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Leeward Investments, LLC - MA
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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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Massmutual Trust Co Fsb/adv
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Next Century Growth Investors Llc
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PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I
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Profund Advisors Llc
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Ironwood Investment Management Llc
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
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Rhumbline Advisers
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Advisor Group Holdings, Inc.
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Global Retirement Partners, LLC
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Quantbot Technologies LP
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Magnetar Financial LLC
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PENN SERIES FUNDS INC - Small Cap Value Fund
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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Thrivent Financial For Lutherans
|
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FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
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Dynamic Technology Lab Private Ltd
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VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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Envestnet Portfolio Solutions, Inc.
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SRS Capital Advisors, Inc.
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HighTower Advisors, LLC
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Transce3nd, LLC
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King Luther Capital Management Corp
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Bank of New York Mellon Corp
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Virtue Capital Management, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
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Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
|
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Spire Wealth Management
|
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FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
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XTX Topco Ltd
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Texas Permanent School Fund
|
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Fiduciary Trust Co
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WMG Financial Advisors, LLC
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Quarry LP
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Pitcairn Co
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Public Employees Retirement Association Of Colorado
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
|
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Geneos Wealth Management Inc.
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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GW&K Investment Management, LLC
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SOUTH STATE Corp
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FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
|
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HighPoint Advisor Group LLC
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Parallel Advisors, LLC
|
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Davy Global Fund Management Ltd
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
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Verition Fund Management LLC
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OneAscent Financial Services LLC
|
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Truist Financial Corp
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JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
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RBB FUND, INC. - Adara Smaller Companies Fund
|
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New York State Teachers Retirement System
|
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Agp Franklin, Llc
|
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First Trust Advisors Lp
|
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EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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Stieven Capital Advisors, L.P.
|
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State of Wyoming
|
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Ieq Capital, Llc
|
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Ubs Asset Management Americas Inc
|
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State Board Of Administration Of Florida Retirement System
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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|
First Bank & Trust
|
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|
Holocene Advisors, LP
|
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|
Westside Investment Management, Inc.
|
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|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
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|
Ronald Blue Trust, Inc.
|
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|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A
|
|
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|
|
Equitable Trust Co
|
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|
O'shaughnessy Asset Management, Llc
|
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|
CIBC Asset Management Inc
|
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|
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
|
|
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|
TFO USA Ltd
|
|
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|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
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|
Red Tortoise LLC
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
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|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
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|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES
|
|
|
|
|
|
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
EJF Capital LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
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|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
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|
CWA Asset Management Group, LLC
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
JISOX - John Hancock Funds II - New Opportunities Fund Class 1
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
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|
|
Sage Mountain Advisors LLC
|
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|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
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|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
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|
Thornburg Investment Management Inc
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I
|
|
|
|
|
|
Versant Capital Management, Inc
|
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|
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|
Raymond James Financial Inc
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
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|
DRW Securities, LLC
|
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|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
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|
Fortitude Family Office, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
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|
Brinker Capital Investments, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Jump Financial, LLC
|
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|
1492 Capital Management LLC
|
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|
CAPROCK Group, Inc.
|
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CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell
|
|
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|
|
|
Strs Ohio
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
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|
Ellerson Group Inc /adv
|
|
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|
State of Alaska, Department of Revenue
|
|
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|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
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|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
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|
SCS Capital Management LLC
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
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|
|
one8zero8, LLC
|
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
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|
|
|
Angel Oak Capital Advisors, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
VVSCX - VALIC Co I - Small Cap Value Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
PMC FIG Opportunities LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6
|
|
|
|
|
|
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
De Lisle Partners LLP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A
|
|
|
|
|
|
Penn Capital Management Co Inc
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
|
|
|
|
|
|
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
|
|
|
|
|
|
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
|
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Private Wealth Management Group, LLC
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
Hrt Financial Lp
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Harbor Advisors LLC
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NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
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TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
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Ensign Peak Advisors, Inc
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JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV
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Douglass Winthrop Advisors, LLC
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Boston Partners
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Ceredex Value Advisors LLC
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Basswood Capital Management, L.l.c.
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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|
California State Teachers Retirement System
|
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|
Voloridge Investment Management, Llc
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Berkshire Asset Management Llc/pa
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Invesco Ltd.
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Lbmc Investment Advisors, Llc
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North Reef Capital Management LP
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Jfs Wealth Advisors, Llc
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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GWM Advisors LLC
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JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I
|
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Scarborough Advisors, LLC
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Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
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|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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Bank Of Montreal /can/
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Guggenheim Capital Llc
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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|
Brooks, Moore & Associates, Inc.
|
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Profunds - Profund Vp Ultramid-cap
|
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Selective Wealth Management, Inc.
|
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Elevation Series Trust - RiverNorth Patriot ETF
|
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Hunter Perkins Capital Management, LLC
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RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
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Klp Kapitalforvaltning As
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MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
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|
ProShare Advisors LLC
|
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Journey Strategic Wealth Llc
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Baron Wealth Management LLC
|
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Swedbank AB
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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Westhampton Capital, LLC
|
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Deutsche Bank Ag\
|
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
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Quadrant Capital Group Llc
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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D. E. Shaw & Co., Inc.
|
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
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Sowell Financial Services LLC
|
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|
NBZ Investment Advisors LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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Jones Financial Companies Lllp
|
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Captrust Financial Advisors
|
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|
Salzhauer Michael
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Intech Investment Management Llc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
CoreCap Advisors, LLC
|
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|
Resources Investment Advisors, LLC.
|
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|
Oxbow Advisors, LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
John Hancock Financial Opportunities Fund
|
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|
Balyasny Asset Management Llc
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
Kennedy Capital Management, Inc.
|
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|
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|
Fmr Llc
|
|
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|
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I
|
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|
|
Legacy Financial Advisors, Inc.
|
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|
Natixis Advisors, L.p.
|
|
|
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|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
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|
|
Wedmont Private Capital
|
|
|
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|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
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|
Boothbay Fund Management, Llc
|
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|
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|
|
Citadel Advisors Llc
|
|
|
|
|
|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Banks
|
|
|
|
|
|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Villanova Investment Management Co LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Azora Capital LP
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Pier Capital, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
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|
Man Group plc
|
|
|
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|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Bokf, Na
|
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|
|
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|
Savant Capital, LLC
|
|
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|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
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|
Rothschild Investment Llc
|
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|
Woodmont Investment Counsel Llc
|
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|
Patten & Patten Inc/tn
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
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|
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|
Crossmark Global Holdings, Inc.
|
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|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
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|
|
|
Rafferty Asset Management, LLC
|
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|
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|
Riggs Asset Managment Co. Inc.
|
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|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
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|
Wells Fargo & Company/mn
|
|
|
|
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|
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund
|
|
|
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|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
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|
Diversified Trust Co
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
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|
|
Nuveen, LLC
|
|
|
|
|
|
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
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|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
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|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Kraft Asset Management, Llc
|
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|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
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|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
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|
|
Infrastructure Capital Advisors, Llc
|
|
|
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|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
|
|
|
|
|
|
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
BloombergSen Inc.
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
12th Street Asset Management Company, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Mendon Capital Advisors Corp
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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Graham Capital Management, L.P.
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Capital Research Global Investors
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Green Square Capital Advisors Llc
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
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Dana Investment Advisors, Inc.
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Optiver Holding B.V.
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FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares
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Price T Rowe Associates Inc /md/
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
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Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Cahaba Wealth Management, Inc.
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