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Orion Capital Management LLC
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State of Wyoming
|
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Rhumbline Advisers
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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Salem Investment Counselors Inc
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
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Us Bancorp \de\
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Bank Of Montreal /can/
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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Voloridge Investment Management, Llc
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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SOUTH STATE Corp
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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Corient IA 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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Group One Trading, L.p.
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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CLARET ASSET MANAGEMENT Corp
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Klp Kapitalforvaltning As
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TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Smithfield Trust Co
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First Horizon Advisors, Inc.
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GWM Advisors LLC
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Mercer Global Advisors Inc /adv
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BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
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FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
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JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
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Allianz Asset Management GmbH
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Capital International Investors
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Quadrant Capital Group Llc
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Opus Capital Group, LLC
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FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
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GPS Wealth Strategies Group, LLC
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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Amica Retiree Medical Trust
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Beech Hill Advisors, Inc.
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
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Integrated Wealth Concepts LLC
|
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Teachers Retirement System Of The State Of Kentucky
|
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Ritholtz Wealth Management
|
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FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
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HB Wealth Management, LLC
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Atlantic Trust, LLC
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Perbak Capital Partners LLP
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Prospera Financial Services Inc
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NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
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Wiley Bros.-aintree Capital, Llc
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Nordea Investment Management Ab
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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Raleigh Capital Management Inc.
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Vision Financial Markets Llc
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CBSE - Elevation Series Trust - Clough Select Equity ETF
|
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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ProShare Advisors LLC
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State of Tennessee, Treasury Department
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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Semmax Financial Advisors Inc.
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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Farmers & Merchants Investments Inc
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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HighTower Advisors, LLC
|
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
HBK Sorce Advisory LLC
|
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PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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AdvisorNet Financial, Inc
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
Crossmark Global Holdings, Inc.
|
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HFM Investment Advisors, LLC
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
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|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
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|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
Victory Capital Management Inc
|
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|
Asset Planning,Inc
|
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|
HighPoint Advisor Group LLC
|
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|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
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|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
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|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
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|
SBI Securities Co., Ltd.
|
|
|
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|
|
Walleye Capital LLC
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
B&I Capital AG
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
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|
Neo Ivy Capital Management
|
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|
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|
Proficio Capital Partners LLC
|
|
|
|
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|
Legal & General Group Plc
|
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|
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
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|
Hoey Investments, Inc
|
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|
|
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|
CIBC Private Wealth Group, LLC
|
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|
|
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|
Principia Wealth Advisory, LLC
|
|
|
|
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|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
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|
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|
Gsa Capital Partners Llp
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Xponance, Inc.
|
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|
|
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|
Susquehanna International Group, Llp
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
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|
Invesco Ltd.
|
|
|
|
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|
Silvercrest Asset Management Group Llc
|
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|
Trust Co
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
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|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
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|
|
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|
Coppell Advisory Solutions LLC
|
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|
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|
Jfs Wealth Advisors, Llc
|
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|
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|
Ubs Asset Management Americas Inc
|
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|
Sterling Capital Management LLC
|
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|
Fairfield Financial Advisors, LTD
|
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|
2Xideas AG
|
|
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
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|
Brinker Capital Investments, LLC
|
|
|
|
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|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
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|
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|
Baillie Gifford & Co
|
|
|
|
|
|
Bare Financial Services, Inc
|
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|
Verition Fund Management LLC
|
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|
Journey Strategic Wealth Llc
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
KBC Group NV
|
|
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|
Evergreen Capital Management Llc
|
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Jones Financial Companies Lllp
|
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Wsfs Capital Management, Llc
|
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|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
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|
Lindbrook Capital, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
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|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
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|
CNB Bank
|
|
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|
Frazier Financial Advisors, LLC
|
|
|
|
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|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Pinnacle Associates Ltd
|
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Fifth Third Bancorp
|
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1858 Wealth Management, Llc
|
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CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Kestra Private Wealth Services, Llc
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Police & Firemen's Retirement System of New Jersey
|
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|
Fayez Sarofim & Co
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Asset Dedication, LLC
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
Buckhead Capital Management Llc
|
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Optiver Holding B.V.
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Sepio Capital, LP
|
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Umb Bank N A/mo
|
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Tortoise Investment Management, LLC
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Warren Averett Asset Management, LLC
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Bogart Wealth, LLC
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Two Sigma Investments, Lp
|
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Smartleaf Asset Management LLC
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Westerkirk Capital Inc.
|
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Horst & Graben Wealth Management LLC
|
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FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
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Ameriprise Financial Inc
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
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|
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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SWAN Capital LLC
|
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Jain Global LLC
|
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Merit Financial Group, LLC
|
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Tiaa Trust, National Association
|
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Allspring Global Investments Holdings, LLC
|
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Bnp Paribas Arbitrage, Sa
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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Asset Management One Co., Ltd.
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Envestnet Asset Management Inc
|
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|
Thomas Story & Son Llc
|
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|
Federated Hermes, Inc.
|
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|
Linden Thomas Advisory Services, LLC
|
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|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
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|
Valeo Financial Advisors, LLC
|
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|
Quaker Wealth Management, LLC
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
State Street Corp
|
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EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
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Dimensional Fund Advisors Lp
|
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Boston Trust Walden Corp
|
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Diversified Trust Co
|
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Point72 Asset Management, L.P.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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|
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MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
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|
Nbt Bank N A /ny
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Covestor Ltd
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Patron Partners Advisors, Llc
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Washington Trust Advisors, Inc.
|
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Ossiam
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Hsbc Holdings Plc
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
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|
Bank of New York Mellon Corp
|
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|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
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|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
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|
Crewe Advisors LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
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|
Strategic Wealth Partners, Ltd.
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
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|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Alpine Peaks Capital, LP
|
|
|
|
|
|
University Of Chicago
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Dudley & Shanley, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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|
Colonial Trust Co / SC
|
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Great West Life Assurance Co /can/
|
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Great Lakes Advisors, Llc
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Bokf, Na
|
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Ccm Investment Group, Llc
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Harbour Investments, Inc.
|
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Turtle Creek Asset Management Inc.
|
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Spdr S&p Midcap 400 Etf Trust
|
|
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|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
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|
DecisionPoint Financial, LLC
|
|
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|
Chilton Capital Management Llc
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
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PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
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|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Gateway Investment Advisers Llc
|
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Central Pacific Bank - Trust Division
|
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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Ieq Capital, Llc
|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
Summit Financial, LLC
|
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Arete Wealth Advisors, LLC
|
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Private Advisor Group, LLC
|
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Quarry LP
|
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Yousif Capital Management, Llc
|
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Fortitude Family Office, LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
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|
|
Accent Capital Management, LLC
|
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|
GAMMA Investing LLC
|
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State of New Jersey Common Pension Fund D
|
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MAI Capital Management
|
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Nomura Asset Management Co Ltd
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
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|
Sargent Investment Group, LLC
|
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|
Stephens Inc /ar/
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Motco
|
|
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|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
High Note Wealth, LLC
|
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|
Glass Jacobson Investment Advisors llc
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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AMID - EA Series Trust - Argent Mid Cap ETF
|
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Exchange Traded Concepts, Llc
|
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|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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|
JGP Wealth Management, LLC
|
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|
Huntington National Bank
|
|
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Avalon Trust Co
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Nicholas Company, Inc.
|
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|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
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|
Ascent Wealth Partners, LLC
|
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|
Virginia Retirement Systems Et Al
|
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|
Iams Wealth Management, Llc
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
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|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
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|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
OSCV - ETF Series Solutions - Opus Small Cap Value ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
R.P. Boggs & Co.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
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Fmr Llc
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Northwestern Mutual Investment Management Company, Llc
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Mutual Of America Capital Management Llc
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Pathstone Holdings, LLC
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Strs Ohio
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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Private Trust Co Na
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Versant Capital Management, Inc
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
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California Public Employees Retirement System
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Mitsubishi UFJ Asset Management (UK) Ltd.
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JustInvest LLC
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
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Northern Trust Corp
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Center for Financial Planning, Inc.
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Geode Capital Management, Llc
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MLPIX - Profunds - Mid-cap Value Profund Investor Class
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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TD Waterhouse Canada Inc.
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Securian Asset Management, Inc
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Banque Cantonale Vaudoise
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Whipplewood Advisors, LLC
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Sei Investments Co
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FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
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Marshall & Sterling Wealth Advisors Inc.
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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Brant Point Investment Management Llc
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Clarius Group, LLC
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Centricity Wealth Management, LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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