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Park Square Financial Group, LLC
|
|
|
|
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|
Royce Value Trust Inc
|
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|
|
|
|
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I
|
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|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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|
Avantax Advisory Services, Inc.
|
|
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|
Sound Income Strategies, LLC
|
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|
MetLife Investment Management, LLC
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
California State Teachers Retirement System
|
|
|
|
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|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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|
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc.
|
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1832 Asset Management L.P.
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MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
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|
Quadrant Capital Group Llc
|
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|
Harbour Investments, Inc.
|
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Townsquare Capital Llc
|
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|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
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|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
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|
Freestone Grove Partners LP
|
|
|
|
|
|
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
|
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|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
ArrowMark Colorado Holdings LLC
|
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|
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|
Oppenheimer Asset Management Inc.
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
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|
New York State Common Retirement Fund
|
|
|
|
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|
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
|
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|
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|
Natixis Advisors, L.p.
|
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Us Bancorp \de\
|
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Bnp Paribas Arbitrage, Sa
|
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|
Commonwealth Equity Services, Llc
|
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|
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
|
|
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
|
|
|
|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
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|
EverSource Wealth Advisors, LLC
|
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|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
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|
Rothschild Investment Llc
|
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|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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State Street Corp
|
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RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
|
Aquatic Capital Management LLC
|
|
|
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|
|
MTM Investment Management, LLC
|
|
|
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|
Profunds - Profund Vp Mid-cap Growth
|
|
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|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
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|
Lsv Asset Management
|
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|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
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|
Northwestern Mutual Wealth Management Co
|
|
|
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|
Neumeier Poma Investment Counsel Llc
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
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|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
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Amalgamated Bank
|
|
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|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
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|
Price T Rowe Associates Inc /md/
|
|
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|
Lindbrook Capital, Llc
|
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|
Swiss National Bank
|
|
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|
Hemington Wealth Management
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
|
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|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Value Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF
|
|
|
|
|
|
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
|
|
|
|
|
|
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Southernsun Asset Management, Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Bank of New York Mellon Corp
|
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|
Fayez Sarofim & Co
|
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|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
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|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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|
Linden Thomas Advisory Services, LLC
|
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VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
|
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TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
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Versant Capital Management, Inc
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Congress Asset Management Co /ma
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Comerica Bank
|
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KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
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Allianz Asset Management GmbH
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
FSA Wealth Management LLC
|
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|
Janus Henderson Group Plc
|
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HighPoint Advisor Group LLC
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Kilter Group LLC
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Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund
|
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THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A
|
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AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
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Congress Wealth Management LLC / DE /
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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Amundi
|
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Advisor Group Holdings, Inc.
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DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A
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Peregrine Capital Management Llc
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Rockefeller Capital Management L.P.
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
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Raymond James Financial Inc
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Teacher Retirement System Of Texas
|
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Kayne Anderson Rudnick Investment Management Llc
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Pitcairn Co
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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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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|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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Loomis Sayles & Co L P
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Deutsche Bank Ag\
|
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STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
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Kirr Marbach & Co Llc /in/
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
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MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
|
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EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
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UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
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CoreCap Advisors, LLC
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Treasurer of the State of North Carolina
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Yousif Capital Management, Llc
|
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Ronald Blue Trust, Inc.
|
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NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
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CIBC Private Wealth Group, LLC
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TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
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EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
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Cherry Tree Wealth Management, LLC
|
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CLARET ASSET MANAGEMENT Corp
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
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IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
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KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
|
|
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|
Millennium Management Llc
|
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|
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class
|
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|
Scott Marsh Financial, LLC
|
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|
Thrivent Core Funds - Thrivent Core Small Cap Value Fund
|
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|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
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|
Victory Capital Management Inc
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
State Of Michigan Retirement System
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
Holocene Advisors, LP
|
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|
Capital World Investors
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Bailard, Inc.
|
|
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|
Atlas Capital Advisors Llc
|
|
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|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
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|
Geode Capital Management, Llc
|
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|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
|
|
|
|
|
|
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
SSSFX - Advisors' Inner Circle Fund III - SouthernSun Small Cap Fund Class N Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
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TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares
|
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ARS Investment Partners, LLC
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class
|
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UBS Group AG
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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California Public Employees Retirement System
|
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IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
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|
Trust Co Of Vermont
|
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Central Pacific Bank - Trust Division
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EULAV Asset Management
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Financial Management Professionals, Inc.
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Spurstone Advisory Services, LLC
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USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
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FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
|
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Royce & Associates Lp
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Bessemer Group Inc
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Sapience Investments, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Pathstone Holdings, LLC
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O'shaughnessy Asset Management, Llc
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GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
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Squarepoint Ops LLC
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
State of Alaska, Department of Revenue
|
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JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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M&t Bank Corp
|
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LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A
|
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Vanguard Group Inc
|
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Russell Investments Group, Ltd.
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Bell Investment Advisors, Inc
|
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Thrivent Financial For Lutherans
|
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FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund
|
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Fmr Llc
|
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PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
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Agf Management Ltd
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Brown Advisory Inc
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Snyder Capital Management L P
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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Norges Bank
|
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VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Fifth Third Bancorp
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Trust Co Of Toledo Na /oh/
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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Whittier Trust Co
|
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|
Rialto Wealth Management, LLC
|
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|
Skopos Labs, Inc.
|
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Citigroup Inc
|
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Stifel Financial Corp
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Sei Investments Co
|
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Sunbelt Securities, Inc.
|
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Allspring Global Investments Holdings, LLC
|
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Twin Peaks Wealth Advisors, LLC
|
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|
Osterweis Capital Management Inc
|
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|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
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|
Ameriprise Financial Inc
|
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|
Balyasny Asset Management Llc
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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Principal Financial Group Inc
|
|
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|
|
Tower Research Capital LLC (TRC)
|
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|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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|
Huntington National Bank
|
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|
Federated Hermes, Inc.
|
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Pictet Asset Management Holding SA
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
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|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
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|
Summit Trail Advisors, Llc
|
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|
Invenomic Capital Management LP
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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|
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|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
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|
BRYN MAWR TRUST Co
|
|
|
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|
|
Albion Financial Group /ut
|
|
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|
Oxford Asset Management Llp
|
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|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SSEFX - Advisors' Inner Circle Fund III - SouthernSun U.S. Equity Fund Class N Shares
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
ABASX - AB TRUST - AB Discovery Value Fund Class A
|
|
|
|
|
|
MQS Management LLC
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FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund
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Exchange Traded Concepts, Llc
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