|
Madison Asset Management, LLC
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y
|
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|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
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|
Barclays Plc
|
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|
|
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|
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity
|
|
|
|
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|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
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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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|
Alliancebernstein L.p.
|
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SG Capital Management LLC
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|
Advisor Group Holdings, Inc.
|
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Copeland Capital Management, LLC
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Macquarie Group Ltd
|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
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|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
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|
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
|
|
|
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|
Sandy Spring Bank
|
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
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|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
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|
Global Endowment Management, LP
|
|
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|
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Profunds - Profund Vp Small-cap
|
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|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
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|
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|
Pnc Financial Services Group, Inc.
|
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|
First Citizens Bank & Trust Co
|
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|
Ellevest, Inc.
|
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GAMMA Investing LLC
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Signaturefd, Llc
|
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SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
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|
Sei Investments Co
|
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|
683 Capital Management, LLC
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|
AdvisorNet Financial, Inc
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Hussman Strategic Advisors, Inc.
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Janney Montgomery Scott LLC
|
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PENN SERIES FUNDS INC - Small Cap Index Fund
|
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|
Charles Schwab Investment Management Inc
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EdgePoint Investment Group Inc.
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Steward Partners Investment Advisory, Llc
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Northern Trust Corp
|
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|
Envestnet Portfolio Solutions, Inc.
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KBC Group NV
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
Headlands Technologies LLC
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Reaves Utility Income Fund
|
|
|
|
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|
PMV Capital Advisers, LLC
|
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|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
|
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|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
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|
Ronald Blue Trust, Inc.
|
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|
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A
|
|
|
|
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|
Raymond James Financial Inc
|
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
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|
Pathstone Holdings, LLC
|
|
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|
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
|
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|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
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|
Jane Street Group, Llc
|
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|
Asset Management One Co., Ltd.
|
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|
State of Alaska, Department of Revenue
|
|
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|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
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|
MAI Capital Management
|
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|
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
|
|
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|
Bank of New York Mellon Corp
|
|
|
|
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|
Reaves W H & Co Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
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|
Louisiana State Employees Retirement System
|
|
|
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|
|
Renaissance Technologies Llc
|
|
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|
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|
Twin Peaks Wealth Advisors, LLC
|
|
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|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
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|
Harbor Capital Advisors, Inc.
|
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|
Guggenheim Capital Llc
|
|
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|
Nbc Securities, Inc.
|
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|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
|
|
|
|
|
|
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
Beaconlight Capital, Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF
|
|
|
|
|
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrasmall-cap
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Broad Run Investment Management, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Turtle Creek Asset Management Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF
|
|
|
|
|
|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
|
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
Harspring Capital Management, LLC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
|
|
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
|
|
|
|
|
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A
|
|
|
|
|
|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
|
|
|
|
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
RSSL - Global X Funds - Global X Russell 2000 ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
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Mutual Of America Capital Management Llc
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
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|
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SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
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|
Captrust Financial Advisors
|
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|
Atlantic Trust, LLC
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D. E. Shaw & Co., Inc.
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Whipplewood Advisors, LLC
|
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|
Parkside Financial Bank & Trust
|
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Rhumbline Advisers
|
|
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WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
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|
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VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares
|
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|
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|
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio
|
|
|
|
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|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
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|
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|
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF
|
|
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|
Newtyn Management, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
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|
Blair William & Co/il
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
|
|
|
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
|
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|
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|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
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|
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
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|
Senator Investment Group LP
|
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|
Capstone Triton Financial Group, LLC
|
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|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
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|
Aigen Investment Management, Lp
|
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GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
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|
Abound Wealth Management
|
|
|
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Advisors Asset Management, Inc.
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
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|
Lazard Asset Management Llc
|
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|
Holocene Advisors, LP
|
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Citigroup Inc
|
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SRS Capital Advisors, Inc.
|
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XTL - SPDR SERIES TRUST - SPDR(R) S&P(R) Telecom ETF
|
|
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|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
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|
River Road Asset Management, LLC
|
|
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RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
|
|
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|
VCSLX - VALIC Co I - Small Cap Index Fund
|
|
|
|
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|
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
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|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
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|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
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|
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
|
|
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|
IFM Investors Pty Ltd
|
|
|
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NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
|
|
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|
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
|
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|
|
NSIDX - Northern Funds - Northern Small Cap Index Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
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|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Bank Of America Corp /de/
|
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|
Fifth Third Bancorp
|
|
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|
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|
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Small-cap Growth
|
|
|
|
|
|
Granahan Investment Management Inc/ma
|
|
|
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|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Intrinsic Edge Capital Management LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
14B Captial Management LP
|
|
|
|
|
|
Park West Asset Management LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I)
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Herald Investment Management Ltd
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Tyro Capital Management LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
SLPIX - Profunds - Small-cap Profund Investor Class
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Crescent Park Management, L.P.
|
|
|
|
|
|
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Global Alpha Capital Management Ltd.
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Magnolia Group, Llc
|
|
|
|
|
|
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
BlackBarn Capital Partners LP
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
|
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Tabor Asset Management, LP
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
California State Teachers Retirement System
|
|
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Silverarc Capital Management, Llc
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Royce Value Trust Inc
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Schechter Investment Advisors, LLC
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BNP Paribas Asset Management Holding S.A.
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Taylor Frigon Capital Management LLC
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MYDA Advisors LLC
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Royal Bank Of Canada
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EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
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Prestige Wealth Management Group LLC
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
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Aster Capital Management (DIFC) Ltd
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Bessemer Group Inc
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
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Janus Henderson Group Plc
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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Oregon Public Employees Retirement Fund
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RBB FUND, INC. - Adara Smaller Companies Fund
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Tortoise Investment Management, LLC
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FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF
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VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
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RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
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Handelsbanken Fonder AB
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TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
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Ulysses Management LLC
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State of Tennessee, Treasury Department
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UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
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Frontier Capital Management Co Llc
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TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
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Jpmorgan Chase & Co
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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Teza Capital Management LLC
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Empowered Funds, LLC
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
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Rise Advisors, LLC
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
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FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund
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PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
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TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
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Chesley Taft & Associates LLC
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Campbell & CO Investment Adviser LLC
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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XTX Topco Ltd
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Millstone Evans Group, LLC
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Resources Management Corp /ct/ /adv
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ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
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PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
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Fmr Llc
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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LPL Financial LLC
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RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class
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VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
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CIBC Private Wealth Group, LLC
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AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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New Age Alpha Advisors, LLC
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Massmutual Trust Co Fsb/adv
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1
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Susquehanna Portfolio Strategies, LLC
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SGPIX - Profunds - Small-cap Growth Profund Investor Class
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Ensign Peak Advisors, Inc
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EntryPoint Capital, LLC
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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Prudential Financial Inc
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Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
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Advantage Alpha Capital Partners LP
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
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Schroder Investment Management Group
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
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Weiss Asset Management LP
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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EverSource Wealth Advisors, LLC
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ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
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Stifel Financial Corp
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Prairieview Wealth Partners, Llc
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RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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Amalgamated Bank
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
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Legal & General Group Plc
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Deutsche Bank Ag\
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Hillsdale Investment Management Inc.
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Texas Permanent School Fund
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Ubs Asset Management Americas Inc
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Edgestream Partners, L.P.
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
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Nisa Investment Advisors, Llc
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HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Key FInancial Inc
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Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Freestone Grove Partners LP
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BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
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Thrivent Financial For Lutherans
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LRI Investments, LLC
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EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
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Operose Advisors LLC
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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BankPlus Trust Department
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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