|
Kilter Group LLC
|
|
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
WPG Advisers, LLC
|
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|
Cambridge Investment Research Advisors, Inc.
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|
Huntleigh Advisors, Inc.
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|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
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|
Ballentine Partners, LLC
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
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|
Loudon Investment Management, LLC
|
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|
First National Trust Co
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
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|
O'shaughnessy Asset Management, Llc
|
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|
J.w. Cole Advisors, Inc.
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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CENTRAL TRUST Co
|
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|
North Star Investment Management Corp.
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
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|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Meiji Yasuda Asset Management Co Ltd.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Leuthold Group, Llc
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
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|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
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Massachusetts Financial Services Co /ma/
|
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TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
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GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
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Wedge Capital Management L L P/nc
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Live Oak Investment Partners
|
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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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|
Wells Fargo Global Dividend Opportunity Fund
|
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PAX Financial Group, LLC
|
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HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class
|
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CI Private Wealth, LLC
|
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
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RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
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HighTower Advisors, LLC
|
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PineBridge Investments, L.P.
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Aviva Plc
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SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
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SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
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VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
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Abundance Wealth Counselors
|
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VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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Wealthcare Advisory Partners LLC
|
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New York State Teachers Retirement System
|
|
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MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
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Ellis Investment Partners, LLC
|
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Coastline Trust Co
|
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Pnc Financial Services Group, Inc.
|
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Quarry LP
|
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Chesley Taft & Associates LLC
|
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Bridgefront Capital, LLC
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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Price T Rowe Associates Inc /md/
|
|
|
|
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|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
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|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
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|
Parkside Financial Bank & Trust
|
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|
Two Sigma Investments, Lp
|
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Wiley Bros.-aintree Capital, Llc
|
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|
Brevan Howard Capital Management LP
|
|
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Deutsche Bank Ag\
|
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Point72 Asia (Singapore) Pte. Ltd.
|
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Virginia Retirement Systems Et Al
|
|
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|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
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|
|
|
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
|
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|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
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|
|
Janus Henderson Group Plc
|
|
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|
Teacher Retirement System Of Texas
|
|
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|
Federated Hermes, Inc.
|
|
|
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|
Arrowstreet Capital, Limited Partnership
|
|
|
|
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|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
|
|
|
|
|
QRSVX - FPA FUNDS TRUST - FPA Queens Road Small Cap Value Fund Investor Class
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
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|
|
MCF Advisors LLC
|
|
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|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Horizon Investments, LLC
|
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|
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|
Merit Financial Group, LLC
|
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|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Howland Capital Management Llc
|
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|
|
111 Capital
|
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|
Scientech Research LLC
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Verition Fund Management LLC
|
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|
Moran Wealth Management, LLC
|
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|
Oppenheimer Asset Management Inc.
|
|
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Alerus Financial Na
|
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Mma Asset Management Llc
|
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Bcm Advisors, Llc
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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|
Balyasny Asset Management Llc
|
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|
Kennedy Capital Management, Inc.
|
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|
Prestige Wealth Management Group LLC
|
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|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
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|
Yousif Capital Management, Llc
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
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|
Kimelman & Baird, LLC
|
|
|
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
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|
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|
Rakuten Securities, Inc.
|
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|
Blair William & Co/il
|
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Whittier Trust Co
|
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|
Manning & Napier Advisors Llc
|
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Callodine Capital Management, LP
|
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|
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
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|
Integrity Alliance, Llc.
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A
|
|
|
|
|
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Vennlight Capital Management, LP
|
|
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|
HB Wealth Management, LLC
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
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|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
|
|
Geode Capital Management, Llc
|
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|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
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|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
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|
Hartland & Co., LLC
|
|
|
|
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|
NewEdge Wealth, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
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|
Mutual Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
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|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
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|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
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|
Jupiter Asset Management Ltd
|
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|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
|
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|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
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|
Aristeia Capital Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
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|
|
|
Park Avenue Securities Llc
|
|
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|
Inspire Advisors, LLC
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
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|
|
Vision Financial Markets Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
|
|
|
Parallel Advisors, LLC
|
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|
Panagora Asset Management Inc
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Manchester Financial Inc
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|
Argyle Capital Management Inc.
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Baker Avenue Asset Management, LP
|
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K.J. Harrison & Partners Inc
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ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
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|
Fortis Group Advisors, LLC
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|
AllSquare Wealth Management LLC
|
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CIBC Asset Management Inc
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
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Massmutual Trust Co Fsb/adv
|
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|
Nuveen, LLC
|
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Nomura Asset Management Co Ltd
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FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
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CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A
|
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Zacks Investment Management
|
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Texas Permanent School Fund
|
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Bank Of America Corp /de/
|
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Hemington Wealth Management
|
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Allianz Asset Management GmbH
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Burney Co/
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Picton Mahoney Asset Management
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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Graham Capital Management, L.P.
|
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Foundry Partners, LLC
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IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
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|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Csenge Advisory Group
|
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Linden Thomas Advisory Services, LLC
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Amalgamated Bank
|
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Armstrong Advisory Group, Inc
|
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EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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Aigen Investment Management, Lp
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
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|
CWM Advisors, LLC
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Sourcerock Group LLC
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Cullen/frost Bankers, Inc.
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REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
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Miller Value Partners, Llc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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|
Bnp Paribas Arbitrage, Sa
|
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Hazlett, Burt & Watson, Inc.
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
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|
Utah Retirement Systems
|
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Wexford Capital Lp
|
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Covalis Capital Llp
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
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|
Entropy Technologies, LP
|
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
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|
Atwood & Palmer Inc
|
|
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|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
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|
|
Impact Partnership Wealth, LLC
|
|
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|
Oxford Asset Management Llp
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
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|
|
|
Royal Bank Of Canada
|
|
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|
ProShare Advisors LLC
|
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|
Fairman Group, LLC
|
|
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|
|
Nisa Investment Advisors, Llc
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
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|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
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|
|
|
UBS Group AG
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
|
|
|
|
|
Capstone Wealth Management Group, Llc
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
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Beacon Financial Group
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Gallagher Fiduciary Advisors, LLC
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JustInvest LLC
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Custom Index Systems, Llc
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
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FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
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Pinkerton Retirement Specialists, LLC
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Simplex Trading, Llc
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FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
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Capital Fund Management S.a.
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Mitsubishi UFJ Trust & Banking Corp
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
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Wbi Investments, Inc.
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Foster & Motley Inc
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SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
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Ronald Blue Trust, Inc.
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MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
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Keeley-Teton Advisors, LLC
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LPL Financial LLC
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
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EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
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Arete Wealth Advisors, LLC
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FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund
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SOUTH STATE Corp
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
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American National Bank
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
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KBC Group NV
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Rothschild Investment Llc
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
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Advanced Series Trust - Ast Small-cap Growth Portfolio
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Fullcircle Wealth Llc
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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Whittier Trust Co Of Nevada Inc
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Edmp, Inc.
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Hourglass Capital, Llc
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Alpha Omega Wealth Management LLC
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RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
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High Note Wealth, LLC
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RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active 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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Smartleaf Asset Management LLC
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Bragg Financial Advisors, Inc
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American Capital Advisory, LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Rsm Us Wealth Management Llc
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IMA Wealth, Inc.
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Aventail Capital Group, LP
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Atlantic Trust, LLC
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Rialto Wealth Management, LLC
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
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AIA Group Ltd
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ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
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STXM - EA Series Trust - Strive Mid-Cap ETF
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Meeder Advisory Services, Inc.
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Sierra Ocean, Llc
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Easterly Investment Partners Llc
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
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Nilsine Partners, LLC
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Trust Co Of Toledo Na /oh/
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Kestra Investment Management, LLC
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
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Riggs Asset Managment Co. Inc.
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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Security National Bank
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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Victory Capital Management Inc
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Quadrant Capital Group Llc
|
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Financial Management Professionals, Inc.
|
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Deseret Mutual Benefit Administrators
|
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Stifel Financial Corp
|
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Highline Wealth Partners Llc
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
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|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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Shelton Capital Management
|
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SYM FINANCIAL Corp
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Macquarie Group Ltd
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Wellington Management Group Llp
|
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Fortitude Family Office, LLC
|
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Glenmede Investment Management, LP
|
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Lazard Asset Management Llc
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
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|
Axa S.a.
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
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|
Covestor Ltd
|
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|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
|
Cwm, Llc
|
|
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|
|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
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|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
HG Vora Capital Management, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
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|
|
Northwestern Mutual Investment Management Company, Llc
|
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|
Versor Investments LP
|
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|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
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|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
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|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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|
