|
Private Wealth Management Group, LLC
|
|
|
|
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|
Main Street Group, LTD
|
|
|
|
|
|
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
|
Guardian Wealth Management, Inc.
|
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|
|
|
|
Thrivent Financial For Lutherans
|
|
|
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|
Thompson Investment Management, Inc.
|
|
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
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|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
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|
|
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|
Fortitude Family Office, LLC
|
|
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|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
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|
|
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|
Voloridge Investment Management, Llc
|
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|
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|
|
JustInvest LLC
|
|
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|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
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|
Brown Brothers Harriman & Co
|
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|
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|
Woodline Partners LP
|
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|
Independence Bank of Kentucky
|
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Walleye Capital LLC
|
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Coastline Trust Co
|
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|
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C
|
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|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
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|
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|
Keebeck Alpha, LP
|
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|
|
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|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
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|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
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|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
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|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
|
|
Boyd Watterson Asset Management Llc/oh
|
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|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
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|
|
|
|
Duquesne Family Office LLC
|
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|
|
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|
Centricity Wealth Management, LLC
|
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|
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|
Nomura Holdings Inc
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
LPL Financial LLC
|
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|
Eastern Bank
|
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|
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
|
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|
Cornerstone Planning Group LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
Great West Life Assurance Co /can/
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
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|
Sunbelt Securities, Inc.
|
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|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Cetera Investment Advisers
|
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|
Harbour Investments, Inc.
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
Holos Integrated Wealth LLC
|
|
|
|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
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|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
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|
Burkett Financial Services, Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
|
|
|
|
|
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
FourWorld Capital Management LLC
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
|
|
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
PSCM - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Materials ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Index Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Luminus Management Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Scopia Capital Management Lp
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
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Capstone Investment Advisors, Llc
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Tompkins Financial Corp
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EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
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DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
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RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
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William B. Walkup & Associates, Inc.
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CWM Advisors, LLC
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Axa S.a.
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Semmax Financial Advisors Inc.
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Manufacturers Life Insurance Company, The
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MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF
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Tanglewood Legacy Advisors, LLC
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Princeton Global Asset Management LLC
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Wells Fargo & Company/mn
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FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
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SIR Capital Management, L.P.
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Cheviot Value Management, LLC
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Umb Bank N A/mo
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Bnp Paribas
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FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
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THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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Hantz Financial Services, Inc.
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
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FSA Wealth Management LLC
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DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
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Dimensional Fund Advisors Lp
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Sterling Capital Management LLC
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Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
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Altfest L J & Co Inc
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American Century Companies Inc
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Versant Capital Management, Inc
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BOK Financial Private Wealth, Inc.
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Credit Agricole S A
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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Citizens National Bank Trust Department
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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MVV - PROSHARES TRUST - ProShares Ultra MidCap400
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Barrett & Company, Inc.
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
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UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
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IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Point72 Asset Management, L.P.
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Capital Analysts, Inc.
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Whittier Trust Co Of Nevada Inc
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FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund
|
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Spire Wealth Management
|
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VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
|
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GAMMA Investing LLC
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Kerrisdale Advisers, LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Folger Nolan Fleming Douglas Capital Management, Inc
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Arizona State Retirement System
|
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Citadel Advisors Llc
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Legal & General Group Plc
|
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Deutsche Bank Ag\
|
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FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
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|
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class
|
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Whipplewood Advisors, LLC
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Congress Wealth Management LLC / DE /
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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Salomon & Ludwin, LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
TINT - PROSHARES TRUST - ProShares Smart Materials ETF ProShares Smart Materials
|
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Profunds - Profund Vp Small-cap Value
|
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|
Manchester Capital Management LLC
|
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|
Dorsey & Whitney Trust CO LLC
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
MAI Capital Management
|
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|
BRUFX - Bruce Fund Inc - Bruce Fund
|
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|
CoreCap Advisors, LLC
|
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Bourgeon Capital Management Llc
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
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|
Key FInancial Inc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
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|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
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|
|
Sprott Inc.
|
|
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|
GWM Advisors LLC
|
|
|
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|
Hsbc Holdings Plc
|
|
|
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|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
NSIDX - Northern Funds - Northern Small Cap Index Fund
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
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|
|
|
Peoples Financial Services Corp.
|
|
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|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
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|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
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|
|
Northern Trust Corp
|
|
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|
|
SBI Securities Co., Ltd.
|
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|
|
Squarepoint Ops LLC
|
|
|
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|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
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|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Findell Capital Management Llc
|
|
|
|
|
|
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
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|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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|
UBS Group AG
|
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|
Quaker Wealth Management, LLC
|
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Lighthouse Investment Partners, LLC
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Stifel Financial Corp
|
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Amundi
|
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Geode Capital Management, Llc
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State Board Of Administration Of Florida Retirement System
|
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|
Truvestments Capital Llc
|
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|
Private Capital Management, LLC
|
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|
UMA Financial Services, Inc.
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
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|
Asset Dedication, LLC
|
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
Police & Firemen's Retirement System of New Jersey
|
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Brevan Howard Capital Management LP
|
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FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
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|
Centiva Capital, LP
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Rosenberg Matthew Hamilton
|
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|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
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|
Ancora Advisors, LLC
|
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Ingalls & Snyder Llc
|
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|
Linden Thomas Advisory Services, LLC
|
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|
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
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|
Lavaca Capital Llc
|
|
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
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|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
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|
Advisors Asset Management, Inc.
|
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Panagora Asset Management Inc
|
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Lindbrook Capital, Llc
|
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O'shaughnessy Asset Management, Llc
|
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BRYN MAWR TRUST Co
|
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CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
|
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|
Worldquant Millennium Advisors Llc
|
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Massmutual Trust Co Fsb/adv
|
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Ci Investments Inc.
|
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Profunds - Profund Vp Ultrasmall-cap
|
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Ritter Daniher Financial Advisory LLC / DE
|
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Sandy Spring Bank
|
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Brown Advisory Inc
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DVY - iSHARES TRUST - iShares Select Dividend ETF
|
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Hazlett, Burt & Watson, Inc.
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Texas Permanent School Fund
|
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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|
Sound Income Strategies, LLC
|
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|
DRW Securities, LLC
|
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Mml Investors Services, Llc
|
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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|
ARGA Investment Management, LP
|
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FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
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|
Public Sector Pension Investment Board
|
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|
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|
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
|
|
|
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|
Tower Research Capital LLC (TRC)
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Hemington Wealth Management
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
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|
MTM Investment Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
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|
Oxford Asset Management Llp
|
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|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
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|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
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|
Bessemer Group Inc
|
|
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|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
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|
Jane Street Group, Llc
|
|
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|
Walleye Trading LLC
|
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
Man Group plc
|
|
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|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
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|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
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|
ISAM Funds (UK) Ltd
|
|
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|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Appian Way Asset Management LP
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Vision One Management Partners, LP
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
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Parkside Financial Bank & Trust
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Charles Schwab Investment Management Inc
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Whittier Trust Co
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Quantinno Capital Management LP
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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Tortoise Investment Management, LLC
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RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF
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Ronald Blue Trust, Inc.
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RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
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Susquehanna Advisors Group, Inc.
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Teacher Retirement System Of Texas
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Federation des caisses Desjardins du Quebec
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CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
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Farmers & Merchants Investments Inc
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MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
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Barclays Plc
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SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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Ubs Oconnor Llc
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Core Alternative Capital
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Signaturefd, Llc
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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Pinney & Scofield, Inc.
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Farther Finance Advisors, LLC
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Rothschild Investment Llc
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Avion Wealth
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GPS Wealth Strategies Group, LLC
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Wsfs Capital Management, Llc
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Graham Capital Management, L.P.
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SFYX - Tidal ETF Trust - SoFi Next 500 ETF
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Russell Investments Group, Ltd.
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Bayesian Capital Management, LP
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
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Versor Investments LP
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Rise Advisors, LLC
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Quarry LP
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Empowered Funds, LLC
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Jpmorgan Chase & Co
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Putney Financial Group LLC
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Renaissance Technologies Llc
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FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
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Traub Capital Management LLC
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FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
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Laurel Wealth Advisors LLC
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Prudential Financial Inc
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RFG Advisory, LLC
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Eisler Capital Management Ltd.
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Spectrum Wealth Counsel, LLC
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PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
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Price T Rowe Associates Inc /md/
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Bank Of America Corp /de/
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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Global Retirement Partners, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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Bank Of Montreal /can/
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
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RBB FUND, INC. - Adara Smaller Companies Fund
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SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
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EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
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Aristeia Capital Llc
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Trexquant Investment LP
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
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TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
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Profunds - Profund Vp Small-cap
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Boothbay Fund Management, Llc
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Mv Capital Management, Inc.
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SVPIX - Profunds - Small-cap Value Profund Investor Class
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SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
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XTX Topco Ltd
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Connor, Clark & Lunn Investment Management Ltd.
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Bmc Fund Inc
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EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
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Summit Financial, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Anchor Investment Management, LLC
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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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Ameriflex Group, Inc.
|
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Dunhill Financial, LLC
|
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South Dakota Investment Council
|
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Balyasny Asset Management Llc
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Hilltop National Bank
|
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Matrix Trust Co
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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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Quantbot Technologies LP
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Livelsberger Financial Advisory
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