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Sound Income Strategies, LLC
|
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Tidemark, LLC
|
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Ccm Investment Advisers Llc
|
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|
Shell Asset Management Co
|
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Assetmark, Inc
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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Bellevue Asset Management, Llc
|
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Waratah Capital Advisors Ltd.
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FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
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|
Buckingham Strategic Partners
|
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|
WealthCollab, LLC
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|
Ubs Asset Management Americas Inc
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|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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|
Wealthspire Advisors, LLC
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|
Hancock Whitney Corp
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Steward Partners Investment Advisory, Llc
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LRI Investments, LLC
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Parkside Financial Bank & Trust
|
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Fielder Capital Group LLC
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ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
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|
Advisor Group Holdings, Inc.
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SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I
|
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Granite Investment Partners, LLC
|
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|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Consolidated Planning Corp
|
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JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
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|
Louisiana State Employees Retirement System
|
|
|
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|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
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|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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|
Arrowstreet Capital, Limited Partnership
|
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Spdr S&p Midcap 400 Etf Trust
|
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CIBC Private Wealth Group, 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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RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class
|
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Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Thrivent Core Funds - Thrivent Core Small Cap Value Fund
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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Fort Washington Investment Advisors Inc /oh/
|
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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Hardy Reed LLC
|
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Mml Investors Services, Llc
|
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CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
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Rothschild Investment Llc
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
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|
Whipplewood Advisors, LLC
|
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|
Treasurer of the State of North Carolina
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class
|
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|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
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|
Fmr Llc
|
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|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class
|
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|
Ameritas Advisory Services, LLC
|
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|
Tower Research Capital LLC (TRC)
|
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|
Jones Financial Companies Lllp
|
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|
Oppenheimer Asset Management Inc.
|
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|
Bessemer Group Inc
|
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|
Stephens Investment Management Group LLC
|
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|
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
|
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|
|
Allianz Asset Management GmbH
|
|
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|
|
Swiss National Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
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|
|
|
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
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|
|
Activest Wealth Management
|
|
|
|
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|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF
|
|
|
|
|
|
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Croban
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Tremblant Capital Group
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Global Alpha Capital Management Ltd.
|
|
|
|
|
|
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Bain Capital Public Equity Management Ii, Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
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|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
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|
|
Principia Wealth Advisory, LLC
|
|
|
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|
Stifel Financial Corp
|
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|
Atticus Wealth Management, Llc
|
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|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
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|
|
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares
|
|
|
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|
|
Cresset Asset Management, LLC
|
|
|
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|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
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|
|
Kestra Investment Management, LLC
|
|
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|
|
|
Wambolt & Associates, LLC
|
|
|
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|
Pathstone Holdings, LLC
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
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|
Maverick Capital Ltd
|
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|
Ritholtz Wealth Management
|
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Covestor Ltd
|
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|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
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|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
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|
|
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
|
|
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|
Buckhead Capital Management Llc
|
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|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
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|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
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|
|
Whalen Wealth Management Inc.
|
|
|
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|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
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|
Stephens Inc /ar/
|
|
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|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
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|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
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|
|
Winton Capital Group Ltd
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Flagship Harbor Advisors, Llc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
|
|
|
|
|
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a)
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Edgestream Partners, L.P.
|
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|
Alamea Verwaltungs GmbH
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
|
Natixis
|
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|
SRS Capital Advisors, Inc.
|
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|
Primecap Management Co/ca/
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Sandler Capital Management
|
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|
Wcm Investment Management, Llc
|
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|
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
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|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
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|
Bruce G. Allen Investments, LLC
|
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|
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|
Twin Tree Management, LP
|
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|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
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|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class
|
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|
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|
Boulder Growth & Income Fund
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
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|
Coldstream Capital Management Inc
|
|
|
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|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
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|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
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|
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|
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A
|
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|
Quadrant Capital Group Llc
|
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|
Harbor Capital Advisors, Inc.
|
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Deutsche Bank Ag\
|
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|
Larson Financial Group LLC
|
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|
HighTower Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
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|
Hartland & Co., LLC
|
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|
Jane Street Group, Llc
|
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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|
Mackenzie Financial Corp
|
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|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
UBS Group AG
|
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Planned Solutions, Inc.
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Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
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|
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
|
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|
UMA Financial Services, Inc.
|
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Comerica Bank
|
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|
Motco
|
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Ronald Blue Trust, Inc.
|
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SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
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|
Nations Financial Group Inc, /ia/ /adv
|
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|
EverSource Wealth Advisors, LLC
|
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|
Sivia Capital Partners, LLC
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
M&t Bank Corp
|
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|
Morse Asset Management, Inc
|
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|
|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
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|
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A
|
|
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|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
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|
|
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
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|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
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|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
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|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
|
|
|
|
|
|
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV
|
|
|
|
|
|
Bridge City Capital, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
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|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
|
|
Bnp Paribas
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
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|
Channing Capital Management, LLC
|
|
|
|
|
|
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
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|
State Street Corp
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Kettle Hill Capital Management, Llc
|
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|
|
|
|
Farmers & Merchants Investments Inc
|
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|
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|
Pier Capital, LLC
|
|
|
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
|
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
|
|
|
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|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
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|
|
Two Sigma Advisers, Lp
|
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|
Holocene Advisors, LP
|
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|
Alliancebernstein L.p.
|
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|
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|
|
Denali Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
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|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
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|
|
|
Bfsg, Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
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|
Axxcess Wealth Management, Llc
|
|
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|
|
First Bank & Trust
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Bain Capital Public Equity, LP
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
QSV Equity Investors LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
|
|
|
|
|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Nitorum Capital, L.P.
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Peregrine Investment Management Inc
|
|
|
|
|
|
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
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IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund
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ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
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Nisa Investment Advisors, Llc
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Schroder Investment Management Group
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SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A
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MGPIX - Profunds - Mid-cap Growth Profund Investor Class
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Junto Capital Management LP
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DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
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Opal Wealth Advisors, LLC
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State of Alaska, Department of Revenue
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
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Narus Financial Partners, LLC
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IFP Advisors, Inc
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DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
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PineBridge Investments, L.P.
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Ethic Inc.
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OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class
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Northwestern Mutual Wealth Management Co
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
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Norges Bank
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STXG - EA Series Trust - Strive 1000 Growth ETF
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New Age Alpha Advisors, LLC
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Federated Hermes, Inc.
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Avion Wealth
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Pinnacle Associates Ltd
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MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
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Commonwealth Equity Services, Llc
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
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Lord, Abbett & Co. Llc
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Jfs Wealth Advisors, Llc
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BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
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OMNI 360 Wealth, Inc.
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FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
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California State Teachers Retirement System
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Stephens Consulting, LLC
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Hurley Capital, LLC
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Bahl & Gaynor Inc
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XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
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Price T Rowe Associates Inc /md/
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NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
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Aquatic Capital Management LLC
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
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Toroso Investments, LLC
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Salem Investment Counselors Inc
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
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Atria Investments Llc
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Matauro, Llc
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EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
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Evercore Wealth Management, LLC
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
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Man Group plc
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Eagle Rock Investment Company, Llc
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WPG Advisers, LLC
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MDPIX - Profunds - Mid-cap Profund Investor Class
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PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
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Mariner, LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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Evoke Wealth, Llc
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Cubist Systematic Strategies, LLC
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PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Guggenheim Capital Llc
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Inceptionr Llc
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Eminence Capital, Lp
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RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
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GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
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Oxford Asset Management Llp
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
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IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
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Prana Capital Management, LP
|
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Global Retirement Partners, LLC
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Ceredex Value Advisors LLC
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Syon Capital Llc
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
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|
Royce Value Trust Inc
|
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|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Bridgewater Associates, LP
|
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|
Boston Trust Walden Corp
|
|
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|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
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|
|
Townsquare Capital Llc
|
|
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|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Forum Financial Management, LP
|
|
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|
Prelude Capital Management, Llc
|
|
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|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
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|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
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|
|
Bay Harbor Wealth Management, LLC
|
|
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|
Intech Investment Management Llc
|
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|
