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Us Bancorp \de\
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Richardson Financial Services Inc.
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Headlands Technologies LLC
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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Icon Wealth Advisors, LLC
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Callan Family Office, LLC
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
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Kestra Private Wealth Services, Llc
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HighTower Advisors, LLC
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Parallax Volatility Advisers, L.P.
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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Riverwater Partners LLC
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Atria Investments Llc
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First Trust Advisors Lp
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Yousif Capital Management, Llc
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DVY - iSHARES TRUST - iShares Select Dividend ETF
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Hilltop Holdings Inc.
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Lindbrook Capital, Llc
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GoalVest Advisory LLC
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Schonfeld Strategic Advisors LLC
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
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Park Square Financial Group, LLC
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TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
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GWM Advisors LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
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GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
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Cookson Peirce & Co Inc
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Integrated Quantitative Investments LLC
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KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF
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NOIEX - Northern Funds - Northern Income Equity Fund
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SBI Securities Co., Ltd.
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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Generali Asset Management SPA SGR
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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EBI - RBB Fund Trust - Longview Advantage ETF
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
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Advanced Series Trust - Ast Small-cap Growth Portfolio
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
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Altshuler Shaham Ltd
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Basswood Capital Management, L.l.c.
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SJS Investment Consulting Inc.
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
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Spire Wealth Management
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
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Price T Rowe Associates Inc /md/
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HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
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Camden Capital, LLC
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Janney Montgomery Scott LLC
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Sterling Capital Management LLC
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Quarry LP
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Teacher Retirement System Of Texas
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Citadel Advisors Llc
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True Wealth Design, LLC
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Balyasny Asset Management Llc
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Pictet Asset Management Holding SA
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
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Mitsubishi UFJ Trust & Banking Corp
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Commonwealth Equity Services, Llc
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Lecap Asset Management Ltd
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Victory Capital Management Inc
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
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Private Trust Co Na
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Great West Life Assurance Co /can/
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JustInvest LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Algert Global Llc
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Hancock Whitney Corp
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Fiduciary Management Inc /wi/
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Foundations Investment Advisors, LLC
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Frank, Rimerman Advisors LLC
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UMA Financial Services, Inc.
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
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BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
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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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Signaturefd, Llc
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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Police & Firemen's Retirement System of New Jersey
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MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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Bnp Paribas Arbitrage, Sa
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Prosperity Consulting Group, LLC
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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Barnett & Company, Inc.
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
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Wellington Management Group Llp
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HFM Investment Advisors, LLC
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Janus Henderson Group Plc
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Verition Fund Management LLC
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Limestone Investment Advisors LP
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KBC Group NV
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Phocas Financial Corp.
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New Millennium Group LLC
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TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
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Alpine Bank Wealth Management
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IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
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Millennium Management Llc
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
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Gsa Capital Partners Llp
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
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DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
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Quantinno Capital Management LP
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AdvisorNet Financial, Inc
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Park West Asset Management LLC
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Legal & General Group Plc
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Northern Trust Corp
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
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DiNuzzo Private Wealth, Inc.
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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IFP Advisors, Inc
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Deseret Mutual Benefit Administrators
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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William Blair Investment Management, Llc
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
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GAMMA Investing LLC
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Y-Intercept (Hong Kong) Ltd
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TD Capital Management LLC
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Aequim Alternative Investments LP
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FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class
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Allspring Global Investments Holdings, LLC
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DAVENPORT & Co LLC
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Thoroughbred Financial Services, Llc
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VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
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Plato Investment Management Ltd
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Binnacle Investments Inc
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Baird Financial Group, Inc.
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Symphony Financial, Ltd. Co.
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Nomura Holdings Inc
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
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Mackenzie Financial Corp
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FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
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Activest Wealth Management
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Dark Forest Capital Management Lp
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Capstone Investment Advisors, Llc
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Aviance Capital Partners, LLC
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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SRS Capital Advisors, Inc.
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
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Integrated Advisors Network LLC
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Jain Global LLC
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AIA Group Ltd
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Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund
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CoreCap Advisors, LLC
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TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
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HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
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Jpmorgan Chase & Co
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Northwestern Mutual Wealth Management Co
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CIBC Private Wealth Group, LLC
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IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
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Ascent Group, LLC
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Jane Street Group, Llc
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ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
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Huntington National Bank
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Aigen Investment Management, Lp
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VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
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Goldman Sachs Group Inc
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
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TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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Capital Advisors, Ltd. LLC
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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Lsv Asset Management
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Sendero Wealth Management, LLC
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Sippican Capital Advisors
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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Sage Investment Counsel LLC
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FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Axxcess Wealth Management, Llc
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Pathstone Holdings, LLC
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Brinker Capital Investments, LLC
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Archer Investment Corp
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
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D.a. Davidson & Co.
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Patient Capital Management, LLC
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Independent Advisor Alliance
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Capital Investment Advisory Services, LLC
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Fft Wealth Management Llc
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Orion Portfolio Solutions, LLC
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Principia Wealth Advisory, LLC
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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Mirae Asset Global Investments Co., Ltd.
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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Private Advisor Group, LLC
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
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SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
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Strs Ohio
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Voya Investment Management Llc
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CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
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National Bank Of Canada /fi/
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Utah Retirement Systems
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Illinois Municipal Retirement Fund
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
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GHP Investment Advisors, Inc.
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
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Fulton Bank, N.a.
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BI Asset Management Fondsmaeglerselskab A/S
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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|
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|
|
Sei Investments Co
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
ALIL - EA Series Trust - Argent Focused Small Cap ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Lodge Hill Capital, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Azora Capital LP
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Penn Capital Management Co Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Key Colony Management, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Cannon Global Investment Management, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
|
|
|
Bank of New York Mellon Corp
|
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|
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|
Landscape Capital Management, L.l.c.
|
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|
Assetmark, Inc
|
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|
Parallel Advisors, LLC
|
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|
Rossby Financial, LCC
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
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|
|
Envestnet Asset Management Inc
|
|
|
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|
|
Glen Eagle Advisors, LLC
|
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|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
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|
Harbour Investments, Inc.
|
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|
Xponance, Inc.
|
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Readystate Asset Management Lp
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
M&t Bank Corp
|
|
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|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
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|
Quest Partners LLC
|
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FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
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|
Assenagon Asset Management S.A.
|
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XTX Topco Ltd
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
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|
Swiss National Bank
|
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|
Dimensional Fund Advisors Lp
|
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|
Ensign Peak Advisors, Inc
|
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Twin Peaks Wealth Advisors, LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
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|
Smartleaf Asset Management LLC
|
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|
TD Waterhouse Canada Inc.
|
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AMID - EA Series Trust - Argent Mid Cap ETF
|
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|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Argent Capital Management Llc
|
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FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Parkworth Wealth Management, Inc.
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
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|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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|
Farther Finance Advisors, LLC
|
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|
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|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
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|
Icon Advisers Inc/co
|
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|
Greenleaf Trust
|
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|
Royal Bank Of Canada
|
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Ameritas Advisory Services, LLC
|
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Walleye Capital LLC
|
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Fortress Financial Group, Llc
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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|
Arizona State Retirement System
|
|
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|
Clearbridge Investments, LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Colonial Trust Co / SC
|
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|
|
Catalyst Capital Advisors LLC
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
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|
Truist Financial Corp
|
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|
Alps Advisors Inc
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
|
|
GeoWealth Management, LLC
|
|
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|
Man Group plc
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
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|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
Cooperman Leon G
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Pb Investment Partners, L.p.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Vista Finance, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
|
|
|
|
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IMA Wealth, Inc.
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Prudential Financial Inc
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
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Skopos Labs, Inc.
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Pallas Capital Advisors LLC
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Paradigm Financial Partners, Llc
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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Merit Financial Group, LLC
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
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Creative Planning
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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Park Avenue Securities Llc
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Financial Advocates Investment Management
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FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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Arkadios Wealth Advisors
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Franklin Resources Inc
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
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Worldquant Millennium Advisors Llc
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Miller Value Partners, Llc
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Handelsbanken Fonder AB
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Bank Of Montreal /can/
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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Td Private Client Wealth Llc
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
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Tower Research Capital LLC (TRC)
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Morgan Stanley
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LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
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State Of Wisconsin Investment Board
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PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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HighMark Wealth Management LLC
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Diversify Advisory Services, LLC
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Concurrent Investment Advisors, LLC
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Asio Capital, LLC
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Verdence Capital Advisors LLC
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VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
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GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
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Russell Investments Group, Ltd.
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FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
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Atom Investors LP
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DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
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Legend Financial Advisors, Inc.
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
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Ronald Blue Trust, Inc.
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ExodusPoint Capital Management, LP
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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City State Bank
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SageView Advisory Group, LLC
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Bessemer Group Inc
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OCO Capital Partners, L.P.
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
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BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
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BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
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Qrg Capital Management, Inc.
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Wbi Investments, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
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Harbor Investment Advisory, Llc
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FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
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Prescott Group Capital Management, L.l.c.
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Cornerstone Planning Group LLC
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Vanguard Group Inc
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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Ogorek Anthony Joseph /ny/ /adv
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Rhumbline Advisers
|
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Whipplewood Advisors, LLC
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Macquarie Group Ltd
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
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Forum Financial Management, LP
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
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Walleye Trading LLC
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WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
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Mariner, LLC
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Klp Kapitalforvaltning As
|
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Avion Wealth
|
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Golden State Wealth Management, LLC
|
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TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
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Wedge Capital Management L L P/nc
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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FIL Ltd
|
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Private Wealth Management Group, LLC
|
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Swedbank AB
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