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Pinnacle Wealth Planning Services, Inc.
|
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Wells Fargo & Company/mn
|
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NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
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|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A
|
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|
Manchester Capital Management LLC
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Equitable Trust Co
|
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Susquehanna Fundamental Investments, Llc
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KBC Group NV
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
Heritage Wealth Advisors
|
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|
Envestnet Portfolio Solutions, Inc.
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|
BlackRock, Inc.
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Occudo Quantitative Strategies Lp
|
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Transce3nd, LLC
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FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A
|
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Profunds - Profund Vp Mid-cap Growth
|
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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Highline Wealth Partners Llc
|
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|
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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Peapack Gladstone Financial Corp
|
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|
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NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
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Nuveen, LLC
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Larson Financial Group LLC
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
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ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
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JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
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Meridian Wealth Management, LLC
|
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Principal Financial Group Inc
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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|
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|
Jennison Associates Llc
|
|
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|
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|
Merit Financial Group, LLC
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A
|
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South Dakota Investment Council
|
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SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
William B. Walkup & Associates, Inc.
|
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Readystate Asset Management Lp
|
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MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
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|
Sofos Investments, Inc.
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
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|
Aptus Capital Advisors, LLC
|
|
|
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|
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
|
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|
Truist Financial Corp
|
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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Globeflex Capital L P
|
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|
Vontobel Holding Ltd.
|
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Lecap Asset Management Ltd
|
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American Century Companies Inc
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
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|
Ancora Advisors, LLC
|
|
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|
Assetmark, Inc
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
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|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
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|
Tectonic Advisors Llc
|
|
|
|
|
|
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
|
|
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|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
Cromwell Holdings LLC
|
|
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|
Benjamin Edwards Inc
|
|
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
WUSAX - WANGER ADVISORS TRUST - Wanger USA
|
|
|
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Growth Fund
|
|
|
|
|
|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Financial Life Advisors
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Advantage Alpha Capital Partners LP
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A
|
|
|
|
|
|
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
BCR Wealth Strategies, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
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|
|
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|
Dean Investment Associates, Llc
|
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|
R Squared Ltd
|
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|
Schroder Investment Management Group
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
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|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
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|
Avantax Advisory Services, Inc.
|
|
|
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|
Advisory Research Inc
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
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|
State of Wyoming
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
DecisionPoint Financial, LLC
|
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|
Covestor Ltd
|
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|
State Street Corp
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Yousif Capital Management, Llc
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Principal Securities, Inc.
|
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|
Cary Street Partners Financial Llc
|
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Barclays Plc
|
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|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
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|
|
Rhenman & Partners Asset Management AB
|
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|
DekaBank Deutsche Girozentrale
|
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Farther Finance Advisors, LLC
|
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Gsa Capital Partners Llp
|
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|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
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|
Savant Capital, LLC
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
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|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
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|
|
Magnetar Financial LLC
|
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|
Avidity Partners Management LP
|
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|
Bridgewater Associates, LP
|
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|
Millennium Management Llc
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
|
|
|
|
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|
Landscape Capital Management, L.l.c.
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
|
|
|
|
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|
Westover Capital Advisors, LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Smartleaf Asset Management LLC
|
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|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Guided Capital Wealth Management, LLC
|
|
|
|
|
|
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
|
|
|
|
|
|
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
|
|
|
|
|
|
8 Knots Management, Llc
|
|
|
|
|
|
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A
|
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|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
Comerica Bank
|
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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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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
SJS Investment Consulting Inc.
|
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|
Oberweis Asset Management Inc/
|
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|
Guggenheim Capital Llc
|
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|
LRI Investments, LLC
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
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HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
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|
New Mexico Educational Retirement Board
|
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Morgan Stanley
|
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|
State of Tennessee, Treasury Department
|
|
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
|
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|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
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|
|
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
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|
Quantbot Technologies LP
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
|
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|
Silvercrest Asset Management Group Llc
|
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Freestone Grove Partners LP
|
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Alliancebernstein L.p.
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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Whittier Trust Co
|
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111 Capital
|
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Forum Financial Management, LP
|
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VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
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HFM Investment Advisors, LLC
|
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PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
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Buckingham Strategic Partners
|
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Headlands Technologies LLC
|
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California Public Employees Retirement System
|
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Dynamic Technology Lab Private Ltd
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
Harvest Investment Services, LLC
|
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HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
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Trillium Asset Management, Llc
|
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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Federation des caisses Desjardins du Quebec
|
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Ontario Teachers Pension Plan Board
|
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Net Worth Advisory Group
|
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SPC Financial, Inc.
|
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EP Wealth Advisors, Inc.
|
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NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
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|
Precision Wealth Strategies, LLC
|
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|
SOUTH STATE Corp
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
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|
Intech Investment Management Llc
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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|
Central Pacific Bank - Trust Division
|
|
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|
Bahl & Gaynor Inc
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
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|
Blair William & Co/il
|
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|
Farallon Capital Management Llc
|
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|
Stonegate Investment Group, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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|
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares
|
|
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|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
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|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
|
|
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|
|
|
Swiss National Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I
|
|
|
|
|
|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a)
|
|
|
|
|
|
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Sapience Investments, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
|
|
|
|
|
|
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Lightrock Netherlands B.V.
|
|
|
|
|
|
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Aristotle Capital Boston, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
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Norden Group Llc
|
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|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
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|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
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|
State Of Wisconsin Investment Board
|
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|
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|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
Tortoise Investment Management, LLC
|
|
|
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|
Fuller & Thaler Asset Management, Inc.
|
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|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
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Nebula Research & Development LLC
|
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Vise Technologies, Inc.
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Deutsche Bank Ag\
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SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
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Canandaigua National Bank & Trust Co
|
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Pacer Advisors, Inc.
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Geode Capital Management, Llc
|
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Macquarie Group Ltd
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MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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First Horizon Advisors, Inc.
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CIBC Private Wealth Group, LLC
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Dean Capital Management
|
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MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
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BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
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|
CI Private Wealth, LLC
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RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Group One Trading, L.p.
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Citadel Advisors Llc
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BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
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SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
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|
Sequoia Financial Advisors, LLC
|
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GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
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|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
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|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
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|
True Wealth Design, LLC
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
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|
Bogart Wealth, LLC
|
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|
Capital Advisors, Ltd. LLC
|
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Mercer Global Advisors Inc /adv
|
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FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
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O'shaughnessy Asset Management, Llc
|
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Umb Bank N A/mo
|
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
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|
CHICAGO TRUST Co NA
|
|
|
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|
Cinctive Capital Management LP
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
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|
GWM Advisors LLC
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1
|
|
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|
|
|
Coldstream Capital Management Inc
|
|
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|
Madison Asset Management, LLC
|
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|
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
|
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|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
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|
|
Neuberger Berman Group LLC
|
|
|
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|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
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|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
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|
Nilsine Partners, LLC
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
ABASX - AB TRUST - AB Discovery Value Fund Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A
|
|
|
|
|
|
VVSGX - VALIC Co I - Small Cap Growth Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Small Cap Growth Fund
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Value Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
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Raleigh Capital Management Inc.
|
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|
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
|
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|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
|
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Drive Wealth Management, Llc
|
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|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
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PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
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|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Stephens Consulting, LLC
|
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|
Cubist Systematic Strategies, LLC
|
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Woodline Partners LP
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Heartland Advisors Inc
|
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Natixis
|
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VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
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|
Prudent Man Advisors, LLC
|
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SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
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|
LPL Financial LLC
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FORA Capital, LLC
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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|
Teacher Retirement System Of Texas
|
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|
Systematic Financial Management Lp
|
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MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
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Meeder Asset Management Inc
|
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PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
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FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Dorsey & Whitney Trust CO LLC
|
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Creekmur Asset Management LLC
|
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Point72 Asia (Singapore) Pte. Ltd.
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Longboard Asset Management, LP
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TFC Financial Management
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Zions Bancorporation, National Association /ut/
|
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Voya Investment Management Llc
|
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Bell Investment Advisors, Inc
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
HHM Wealth Advisors, LLC
|
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Y-Intercept (Hong Kong) Ltd
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Clough Capital Partners L P
|
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Inscription Capital, LLC
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II
|
|
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|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
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|
Allworth Financial LP
|
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|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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|
Park Place Capital Corp
|
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Symphony Financial, Ltd. Co.
|
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CWM Advisors, LLC
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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Polar Capital Holdings Plc
|
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ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
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TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
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Jfs Wealth Advisors, Llc
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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Fmr Llc
|
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Farmers & Merchants Investments Inc
|
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|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
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KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
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Harvest Fund Management Co., Ltd
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A
|
|
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
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|
|
Quantinno Capital Management LP
|
|
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|
|
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
|
|
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|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
|
|
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
|
|
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|
Resources Investment Advisors, LLC.
|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
EAM Global Investors LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A
|
|
|
|
|
|
Reinhart Partners, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares
|
|
|
|
|
|
WPG Advisers, LLC
|
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Tudor Investment Corp Et Al
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ISAM Funds (UK) Ltd
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OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class
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Personal Cfo Solutions, Llc
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ABLE Financial Group, LLC
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Brown Advisory Inc
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
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Prestige Wealth Management Group LLC
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Entropy Technologies, LP
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ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class
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GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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Pathstone Holdings, LLC
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Hantz Financial Services, Inc.
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Renaissance Technologies Llc
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VELA Funds - VELA Small Cap Fund Class I
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RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
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SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
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PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
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Arlington Trust Co LLC
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Sowell Financial Services LLC
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JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
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EAM Investors, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
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Bernzott Capital Advisors
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LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
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BankPlus Trust Department
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NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
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CENTRAL TRUST Co
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IFP Advisors, Inc
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
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HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A
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Aristeia Capital Llc
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PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc.
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Laurel Wealth Advisors LLC
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OSCV - ETF Series Solutions - Opus Small Cap Value ETF
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Nicholas Company, Inc.
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AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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Hollencrest Capital Management
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AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
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Sierra Ocean, Llc
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
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Bellevue Group AG
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Rice Hall James & Associates, Llc
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF
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ABVAX - AB TRUST - AB Value Fund Class A
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Delta Asset Management Llc/tn
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DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
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Level Four Advisory Services, Llc
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Dark Forest Capital Management Lp
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Wolf Group Capital Advisors
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Arkadios Wealth Advisors
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BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
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Martingale Asset Management L P
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Lindbrook Capital, Llc
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
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Geneos Wealth Management Inc.
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Bank Of America Corp /de/
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BRYN MAWR TRUST Co
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Councilmark Asset Management, LLC
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PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
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HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
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TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
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HighPoint Advisor Group LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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