|
Salem Investment Counselors Inc
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Spirepoint Private Client, Llc
|
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|
Ameritas Investment Partners, Inc.
|
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|
CIBC World Markets Inc.
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S&co Inc
|
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|
Aqr Capital Management Llc
|
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Rakuten Securities, Inc.
|
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Janus Henderson Group Plc
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
Coldstream Capital Management Inc
|
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|
Jones Financial Companies Lllp
|
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DiNuzzo Private Wealth, Inc.
|
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|
|
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|
New York State Teachers Retirement System
|
|
|
|
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TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
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|
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Vestmark Advisory Solutions, Inc.
|
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Wiley Bros.-aintree Capital, Llc
|
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Westfield Capital Management Co Lp
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Atria Investments Llc
|
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Groupe la Francaise
|
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Catalyst Capital Advisors LLC
|
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Algert Global Llc
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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NEOS Investment Management LLC
|
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Quest Partners LLC
|
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Covestor Ltd
|
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Bay Harbor Wealth Management, LLC
|
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HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A
|
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|
Strs Ohio
|
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TFC Financial Management
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
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|
Otter Creek Advisors, LLC
|
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|
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|
GWM Advisors LLC
|
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|
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|
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares
|
|
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|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Envestnet Asset Management Inc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
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|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
Yorktown Management & Research Co Inc
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
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|
SOUTH STATE Corp
|
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
RWC Asset Management LLP
|
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|
Truist Financial Corp
|
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UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF
|
|
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
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|
Advisors Asset Management, Inc.
|
|
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|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
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|
Quaero Capital S.A.
|
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|
Pineridge Advisors LLC
|
|
|
|
|
|
Axa S.a.
|
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|
|
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|
Guggenheim Capital Llc
|
|
|
|
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|
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF
|
|
|
|
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|
Stephenson National Bank & Trust
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a)
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Growth Fund
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
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|
Charter Oak Advisors LP
|
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|
JustInvest LLC
|
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|
Sachetta, LLC
|
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|
Sterling Capital Management LLC
|
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|
WealthTrak Capital Management LLC
|
|
|
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|
|
Jump Financial, LLC
|
|
|
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|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A
|
|
|
|
|
|
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
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|
|
Resources Investment Advisors, LLC.
|
|
|
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|
|
Colonial Trust Advisors
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
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|
Russell Investments Group, Ltd.
|
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|
|
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|
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A
|
|
|
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|
CoreCap Advisors, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Securian Funds Trust - SFT Ivy Small Cap Growth Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
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|
|
Smartleaf Asset Management LLC
|
|
|
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|
|
Shell Asset Management Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class
|
|
|
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|
|
Sowell Financial Services LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SG Capital Management LLC
|
|
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|
Oliver Lagore Vanvalin Investment Group
|
|
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|
Texas Permanent School Fund
|
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|
State Street Corp
|
|
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|
Farmers & Merchants Investments Inc
|
|
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|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
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|
|
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|
Shelton Capital Management
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
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|
|
Us Bancorp \de\
|
|
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|
Larson Financial Group LLC
|
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|
Colton Groome Financial Advisors, Llc
|
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|
Bessemer Group Inc
|
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|
Custom Index Systems, Llc
|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
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|
Avanza Fonder AB
|
|
|
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|
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
|
|
|
|
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|
Brevan Howard Capital Management LP
|
|
|
|
|
|
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A
|
|
|
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|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
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|
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
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|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
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|
Picton Mahoney Asset Management
|
|
|
|
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|
Nvwm, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
First Trust Advisors Lp
|
|
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|
SRS Capital Advisors, Inc.
|
|
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|
|
Dark Forest Capital Management Lp
|
|
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|
D1 Capital Partners L.P.
|
|
|
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|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Settian Capital LP
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Rithm Capital Corp.
|
|
|
|
|
|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Aristeia Capital Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Telemark Asset Management, LLC
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Rivermont Capital Management LP
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
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Toroso Investments, LLC
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Atomi Financial Group, Inc.
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Vega Investment Solutions
|
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AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
|
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|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
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|
|
|
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares
|
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|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
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|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
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|
Segall Bryant & Hamill, Llc
|
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Lmcg Investments, Llc
|
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Tema ETF Trust - Tema American Reshoring ETF
|
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Intrust Bank Na
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
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|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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Oppenheimer Asset Management Inc.
|
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SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
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Washington Trust Advisors, Inc.
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Perpetual Ltd
|
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Oberweis Asset Management Inc/
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Prudential Financial Inc
|
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HMS Capital Management, LLC
|
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Tudor Investment Corp Et Al
|
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Geode Capital Management, Llc
|
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Swiss National Bank
|
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Allworth Financial LP
|
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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Private Trust Co Na
|
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Fox Run Management, L.l.c.
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Oakworth Capital, Inc.
|
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Union Bancaire Privee, UBP SA
|
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Hrt Financial Lp
|
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Tower Research Capital LLC (TRC)
|
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NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
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|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Amica Retiree Medical Trust
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Sandler Capital Management
|
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Edgestream Partners, L.P.
|
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Munro Partners
|
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SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
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XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
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Pathstone Holdings, LLC
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio
|
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|
SFE Investment Counsel
|
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EVX - VanEck Vectors ETF Trust - VanEck Vectors Environmental Services ETF
|
|
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|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
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|
Commonwealth Equity Services, Llc
|
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EP Wealth Advisors, Inc.
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
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|
Equitable Trust Co
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
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TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
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|
DekaBank Deutsche Girozentrale
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Nbc Securities, Inc.
|
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Activest Wealth Management
|
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Geneos Wealth Management Inc.
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
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|
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|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
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|
Bnp Paribas
|
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|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
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|
|
|
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6
|
|
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|
Hopwood Financial Services, Inc.
|
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|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
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|
Rafferty Asset Management, LLC
|
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Banque Cantonale Vaudoise
|
|
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|
State Of Wisconsin Investment Board
|
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
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|
|
Simplex Trading, Llc
|
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|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
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|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Hood River Capital Management LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class
|
|
|
|
|
|
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Cooper Investors Pty Ltd
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Highland Capital Management Fund Advisors, L.p.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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ISAM Funds (UK) Ltd
|
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HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
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|
Aquatic Capital Management LLC
|
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FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
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1858 Wealth Management, Llc
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Comerica Bank
|
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PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
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Van Hulzen Asset Management, LLC
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Ameriprise Financial Inc
|
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QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
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Essex Investment Management Co Llc
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
HB Wealth Management, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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|
Raleigh Capital Management Inc.
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Arizona State Retirement System
|
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|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
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|
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
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Atom Investors LP
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
D. E. Shaw & Co., Inc.
|
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|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
Fulton Bank, N.a.
|
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BNP Paribas Asset Management Holding S.A.
|
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SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
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XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
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|
Horizon Investments, LLC
|
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WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R
|
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Price T Rowe Associates Inc /md/
|
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|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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|
Royal Bank Of Canada
|
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CLARET ASSET MANAGEMENT Corp
|
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VMIDX - VALIC Co I - Mid Cap Index Fund
|
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GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
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Rhumbline Advisers
|
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MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
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First United Bank Trust/
|
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HFM Investment Advisors, LLC
|
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Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
Advisor Group Holdings, Inc.
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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J.P. Marvel Investment Advisors, LLC
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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SG Americas Securities, LLC
|
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VVSGX - VALIC Co I - Small Cap Growth Fund
|
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Sycomore Asset Management
|
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|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
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|
Putney Financial Group LLC
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
Rsm Us Wealth Management Llc
|
|
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|
Legal & General Group Plc
|
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|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
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|
Maven Securities LTD
|
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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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|
Traynor Capital Management, Inc.
|
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Bullseye Asset Management LLC
|
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Itau Unibanco Holding S.A.
|
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Cannell Capital Llc
|
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|
Jpmorgan Chase & Co
|
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|
Golden State Wealth Management, LLC
|
|
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|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
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|
|
Murphy & Mullick Capital Management Corp
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
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|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
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|
Aigen Investment Management, Lp
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
|
|
|
|
|
|
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
12th Street Asset Management Company, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Trinity Street Asset Management LLP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Accent Capital Management, LLC
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FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
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Sky Investment Group LLC
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Generali Investments CEE, investicni spolecnost, a.s.
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Lazard Freres Gestion S.A.S.
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Principia Wealth Advisory, LLC
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Flagship Harbor Advisors, Llc
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HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Ashton Thomas Private Wealth, LLC
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Mountain Pacific Investment Advisers Inc/id
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MAI Capital Management
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Ci Investments Inc.
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Meridian Wealth Management, LLC
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Morgan Stanley
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Illinois Municipal Retirement Fund
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Oppenheimer & Co Inc
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Treasurer of the State of North Carolina
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
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Southeast Asset Advisors Inc.
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares
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Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A
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Pacific Capital Partners Ltd
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Transce3nd, LLC
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
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State of New Jersey Common Pension Fund D
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LPL Financial LLC
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JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
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Polymer Capital Management (US) LLC
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State of Tennessee, Treasury Department
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Robeco Institutional Asset Management B.V.
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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Mercer Global Advisors Inc /adv
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Cerity Partners LLC
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Dana Investment Advisors, Inc.
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
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Wetherby Asset Management Inc
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SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
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Forum Financial Management, LP
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Nbt Bank N A /ny
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Genesee Capital Advisors, LLC
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Neuberger Berman Group LLC
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Goldman Sachs Group Inc
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FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
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Bartlett & Co. Wealth Management Llc
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TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
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Glenmede Trust Co Na
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SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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Kilter Group LLC
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Engineers Gate Manager LP
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Wells Fargo & Company/mn
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Kempen Capital Management N.v.
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Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
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Fuller & Thaler Asset Management, Inc.
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Deutsche Bank Ag\
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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XML Financial, LLC
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Nicholas Investment Partners, LP
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
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Td Private Client Wealth Llc
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Hager Investment Management Services, Llc
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Roberts Capital Advisors, LLC
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LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
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Thematics Asset Management
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TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
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FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
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