|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
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|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
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|
Ieq Capital, Llc
|
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|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
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|
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|
Charles Schwab Investment Management Inc
|
|
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|
R.H. Investment Group, LLC
|
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|
BRYN MAWR TRUST Co
|
|
|
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|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
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|
Stifel Financial Corp
|
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|
CHICAGO TRUST Co NA
|
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|
South Dakota Investment Council
|
|
|
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|
Manchester Capital Management LLC
|
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|
Martingale Asset Management L P
|
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|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
Lsv Asset Management
|
|
|
|
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|
Gw Henssler & Associates Ltd
|
|
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
|
Rodgers Brothers Inc.
|
|
|
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|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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|
GWM Advisors LLC
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
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|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
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|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Ci Investments Inc.
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
State of Wyoming
|
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|
Bell Investment Advisors, Inc
|
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|
Baird Financial Group, Inc.
|
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DRIPX - MP63 FUND INC - MP63 Fund
|
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|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A
|
|
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|
Citadel Advisors Llc
|
|
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|
Rothschild Investment Llc
|
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|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Genus Capital Management Inc.
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
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|
|
Vestcor Inc
|
|
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|
Harvest Fund Management Co., Ltd
|
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|
Susquehanna International Group, Llp
|
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|
Bank of New York Mellon Corp
|
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|
|
Renaissance Technologies Llc
|
|
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|
|
Nisa Investment Advisors, Llc
|
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|
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|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
EAM Investors, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
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|
|
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|
Man Group plc
|
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|
HBK Sorce Advisory LLC
|
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MDPIX - Profunds - Mid-cap Profund Investor Class
|
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|
Cetera Investment Advisers
|
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
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|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
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|
Coastal Bridge Advisors, LLC
|
|
|
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|
MBOVX - M FUND INC - M Large Cap Value Fund
|
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|
S.A. Mason LLC
|
|
|
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|
NewEdge Wealth, LLC
|
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|
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|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
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|
Fragasso Group Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
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|
Cullen Investment Group, Ltd.
|
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Legacy Bridge, LLC
|
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Group One Trading, L.p.
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Richardson Financial Services Inc.
|
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|
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|
Raleigh Capital Management Inc.
|
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|
Strs Ohio
|
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|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
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|
Cresset Asset Management, LLC
|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
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|
|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
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|
denkapparat Operations GmbH
|
|
|
|
|
|
Blume Capital Management, Inc.
|
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|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
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|
Dumont & Blake Investment Advisors Llc
|
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|
Mml Investors Services, Llc
|
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|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
Aptus Capital Advisors, LLC
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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Yousif Capital Management, Llc
|
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AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
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|
Fortem Financial Group, Llc
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
J.w. Cole Advisors, Inc.
|
|
|
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|
Credit Agricole S A
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
New England Capital Financial Advisors LLC
|
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|
New Age Alpha Advisors, LLC
|
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|
IFP Advisors, Inc
|
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|
Massmutual Trust Co Fsb/adv
|
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|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
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|
|
Atlantic Union Bankshares Corp
|
|
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|
|
Creative Planning
|
|
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|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
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|
|
|
Armbruster Capital Management, Inc.
|
|
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|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
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|
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|
Treasurer of the State of North Carolina
|
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|
Cary Street Partners Financial Llc
|
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Pathstone Holdings, LLC
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Morse Asset Management, Inc
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Buckingham Strategic Partners
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EICVX - FundVantage Trust - EIC Value Fund Class A
|
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Deutsche Bank Ag\
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class
|
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Elo Mutual Pension Insurance Co
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HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Ballentine Partners, LLC
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|
OSCV - ETF Series Solutions - Opus Small Cap Value ETF
|
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VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
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|
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|
Caitong International Asset Management Co., Ltd
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|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
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|
BlackRock, Inc.
|
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VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
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Vident Advisory, LLC
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|
Fortitude Family Office, LLC
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EP Wealth Advisors, Inc.
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
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Hemington Wealth Management
|
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Texas Permanent School Fund
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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Adirondack Trust Co
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
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Mutual Of America Capital Management Llc
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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Ameriprise Financial Inc
|
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Jacobs Levy Equity Management, Inc
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Ancora Advisors, LLC
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Quadrature Capital Ltd
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BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund
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Dark Forest Capital Management Lp
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Securian Asset Management, Inc
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JustInvest LLC
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CFS Investment Advisory Services, LLC
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MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
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Bnp Paribas Arbitrage, Sa
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Putnam Fl Investment Management Co
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Point72 Asset Management, L.P.
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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TD Waterhouse Canada Inc.
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SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
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Equity Investment Corp
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
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Linden Thomas Advisory Services, LLC
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Bernzott Capital Advisors
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JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
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We Are One Seven, LLC
|
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Axa S.a.
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Ensign Peak Advisors, Inc
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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CENTRAL TRUST Co
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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Allspring Global Investments Holdings, LLC
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Wedgewood Investors Inc /pa/
|
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Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Orion Portfolio Solutions, LLC
|
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|
Spire Wealth Management
|
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Hartford Financial Management Inc.
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Advisory Services Network, LLC
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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Cobblestone Capital Advisors Llc /ny/
|
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Hm Payson & Co
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
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MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
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EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
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|
ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
|
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|
Moors & Cabot, Inc.
|
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|
State of New Jersey Common Pension Fund D
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
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|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
|
SRS Capital Advisors, Inc.
|
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|
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|
|
Kentucky Trust Co
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
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|
|
Parkside Financial Bank & Trust
|
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|
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|
|
Financial Advocates Investment Management
|
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|
|
SG Americas Securities, LLC
|
|
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|
|
Wbi Investments, Inc.
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
|
|
|
|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
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|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
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|
Symphony Financial, Ltd. Co.
|
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|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
Quadrant Capital Group Llc
|
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Icon Advisers Inc/co
|
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|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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|
Radnor Capital Management, LLC
|
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|
Skopos Labs, Inc.
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Kendall Capital Management
|
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|
DAVENPORT & Co LLC
|
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|
Resources Investment Advisors, LLC.
|
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|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
|
|
|
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Quarry LP
|
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|
Farther Finance Advisors, LLC
|
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|
|
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|
Financial Network Wealth Advisors LLC
|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
|
Park Avenue Securities Llc
|
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Steward Partners Investment Advisory, Llc
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
Vise Technologies, Inc.
|
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Principal Financial Group Inc
|
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Profunds - Profund Vp Ultramid-cap
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Kilter Group LLC
|
|
|
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|
Independent Solutions Wealth Management, LLC
|
|
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|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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West Branch Capital LLC
|
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|
Meeder Asset Management Inc
|
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|
Turtle Creek Wealth Advisors, LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
VELA Investment Management, LLC
|
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Gabelli Funds Llc
|
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Estabrook Capital Management
|
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FCG - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Natural Gas ETF
|
|
|
|
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|
VELA Funds - VELA Small Cap Fund Class I
|
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|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
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|
Toroso Investments, LLC
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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|
Bokf, Na
|
|
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Citizens & Northern Corp
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
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|
Park Square Financial Group, LLC
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
O'shaughnessy Asset Management, Llc
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
|
|
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|
Golden State Wealth Management, LLC
|
|
|
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
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|
Shelton Capital Management
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Captrust Financial Advisors
|
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|
Gamco Investors, Inc. Et Al
|
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|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
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|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
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|
LRI Investments, LLC
|
|
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|
Sterling Capital Management LLC
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
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|
Hartland & Co., LLC
|
|
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|
Qrg Capital Management, Inc.
|
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|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
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|
Jane Street Group, Llc
|
|
|
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|
|
PAX Financial Group, LLC
|
|
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|
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|
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Johnson Investment Counsel Inc
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Allianz Asset Management GmbH
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Sumitomo Mitsui Trust Holdings, Inc.
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Crossmark Global Holdings, Inc.
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
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SageView Advisory Group, LLC
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
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Aventail Capital Group, LP
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Waterford Advisors, LLC
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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Federated Hermes, Inc.
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Chelsea Counsel Co
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
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Cerity Partners LLC
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
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Great West Life Assurance Co /can/
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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Invesco Ltd.
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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Nkcfo Llc
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Beacon Capital Management, LLC
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
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Anchor Investment Management, LLC
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Nomura Asset Management Co Ltd
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IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
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FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
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QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
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Intech Investment Management Llc
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
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Oppenheimer Asset Management Inc.
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Klp Kapitalforvaltning As
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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CI Private Wealth, LLC
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Avantax Planning Partners, Inc.
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Natixis Advisors, L.p.
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Fifth Third Bancorp
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Two Sigma Advisers, Lp
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
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New York State Teachers Retirement System
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MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
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Bruce G. Allen Investments, LLC
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
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Hughes Financial Services, LLC
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Harvest Investment Services, LLC
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Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
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Evergreen Capital Management Llc
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Inlight Wealth Management, LLC
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
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Mitsubishi UFJ Trust & Banking Corp
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DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
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Barnett & Company, Inc.
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CoreCap Advisors, LLC
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LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
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HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class
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NewSquare Capital LLC
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LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
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Citigroup Inc
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Capital Fund Management S.a.
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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Armstrong Advisory Group, Inc
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Voya Global Equity Dividend & Premium Opportunity Fund
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LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
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Wood Tarver Financial Group, LLC
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Highline Wealth Partners Llc
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Novem Group
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Summit Global Investments
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TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
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Summit Trail Advisors, Llc
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Energy Income Partners, LLC
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Silver Coast Investments LLC
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Private Trust Co Na
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ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
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Swiss National Bank
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Bogart Wealth, LLC
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
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Two Sigma Securities, Llc
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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Twin Peaks Wealth Advisors, LLC
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IDU - iSHARES TRUST - iShares U.S. Utilities ETF
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Diversified Enterprises, LLC
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Commerce Bank
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OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
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Mercer Global Advisors Inc /adv
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IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
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Public Employees Retirement System Of Ohio
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Cubist Systematic Strategies, LLC
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Goldman Sachs Group Inc
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IFC Advisors LLC
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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XTX Topco Ltd
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Aspiriant, Llc
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Yaupon Capital Management LP
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VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
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