|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Kirr Marbach & Co Llc /in/
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Pathstone Holdings, LLC
|
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|
Deltec Asset Management Llc
|
|
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|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
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|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
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|
|
Ameritas Investment Partners, Inc.
|
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|
Synovus Financial Corp
|
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|
Stanley-Laman Group, Ltd.
|
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|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
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|
ExodusPoint Capital Management, LP
|
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Hsbc Holdings Plc
|
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|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
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|
683 Capital Management, LLC
|
|
|
|
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|
Skopos Labs, Inc.
|
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|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Chapman Financial Group, Llc
|
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|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
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|
|
|
Vanguard Group Inc
|
|
|
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|
|
Vaughan Nelson Investment Management, L.p.
|
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|
Mercer Global Advisors Inc /adv
|
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|
Exchange Traded Concepts, Llc
|
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|
Balyasny Asset Management Llc
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Hurley Capital, LLC
|
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|
Citadel Advisors Llc
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
TFC Financial Management
|
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|
Trust Co Of Vermont
|
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|
Rathbone Brothers plc
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
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|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
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|
|
Sigma Planning Corp
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
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|
SBI Securities Co., Ltd.
|
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|
Strs Ohio
|
|
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|
|
Northern Trust Corp
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
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|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Cooper Creek Partners Management Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
ABASX - AB TRUST - AB Discovery Value Fund Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Arvin Capital Management LP
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
|
|
|
|
|
Luminus Management Llc
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
NRSH - Tidal ETF Trust - Aztlan North America Nearshoring Stock Selection ETF
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
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Private Trust Co Na
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National Bank Of Canada /fi/
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Arizona State Retirement System
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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SUPL - PROSHARES TRUST - ProShares Supply Chain Logistics ETF
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Douglas Lane & Associates, LLC
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Envestnet Asset Management Inc
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Hara Capital LLC
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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Quantbot Technologies LP
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Bogart Wealth, LLC
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DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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Mendel Money Management
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Toth Financial Advisory Corp
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Nuveen, LLC
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Capital Advisors, Ltd. LLC
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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Plante Moran Financial Advisors, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Rhumbline Advisers
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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VCGAX - VALIC Co I - Growth & Income Fund
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WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL
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EUSM - Strategy Shares - Eventide US Market ETF
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
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Concentric Capital Strategies, LP
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Sterling Capital Management LLC
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Foster Victor Wealth Advisors, LLC
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Geode Capital Management, Llc
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ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES
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IYT - iSHARES TRUST - iShares Transportation Average ETF
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one8zero8, LLC
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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Mv Capital Management, Inc.
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State Of Michigan Retirement System
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Penn Capital Management Co Inc
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Cornerstone Planning Group LLC
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UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
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AYAL Capital Advisors Ltd
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FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
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SRS Capital Advisors, Inc.
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Rothschild Investment Llc
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Nomura Asset Management Co Ltd
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Versant Capital Management, Inc
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MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
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MAI Capital Management
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A
|
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Price T Rowe Associates Inc /md/
|
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Gables Capital Management Inc.
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FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
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MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
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Intrinsic Edge Capital Management LLC
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Addison Advisors LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
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Empowered Funds, LLC
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
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|
STXK - EA Series Trust - Strive Small-Cap ETF
|
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Alliancebernstein L.p.
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
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RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
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Maverick Capital Ltd
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First Eagle Investment Management, LLC
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Fiduciary Alliance LLC
|
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|
Deutsche Bank Ag\
|
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CLARET ASSET MANAGEMENT Corp
|
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Parkworth Wealth Management, Inc.
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
Hughes Financial Services, LLC
|
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|
Spruce House Investment Management Llc
|
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|
Clearbridge Investments, LLC
|
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|
First Citizens Bank & Trust Co
|
|
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|
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF
|
|
|
|
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|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
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|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
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|
|
Pinnacle Associates Ltd
|
|
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|
|
Truist Financial Corp
|
|
|
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|
|
E&G Advisors, LP
|
|
|
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|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
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|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Global Alpha Capital Management Ltd.
|
|
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|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Clearline Capital LP
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Aristotle Capital Boston, LLC
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Reinhart Partners, Inc.
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Value Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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|
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|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
Kilter Group LLC
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
Engaged Capital LLC
|
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LRI Investments, LLC
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Teza Capital Management LLC
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Invesco Ltd.
|
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|
Teacher Retirement System Of Texas
|
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|
Whittier Trust Co
|
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|
Summitry Llc
|
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Comerica Bank
|
|
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
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ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
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|
Commonwealth Equity Services, Llc
|
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HFM Investment Advisors, LLC
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Pictet Asset Management Holding SA
|
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Voya Investment Management Llc
|
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Cambridge Investment Research Advisors, Inc.
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
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|
WASHINGTON TRUST Co
|
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Arkadios Wealth Advisors
|
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|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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Versor Investments LP
|
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Profunds - Profund Vp Ultramid-cap
|
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EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
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Inceptionr Llc
|
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PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
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|
IFP Advisors, Inc
|
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Sei Investments Co
|
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Fifth Third Bancorp
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Harbor Capital Advisors, Inc.
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Shelton Capital Management
|
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Securian Asset Management, Inc
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Oregon Public Employees Retirement Fund
|
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Formula Growth Ltd
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Boston Partners
|
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Red Tortoise LLC
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Gotham Asset Management, LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Future Financial Wealth Managment LLC
|
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|
BNP Paribas Asset Management Holding S.A.
|
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Rise Advisors, LLC
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CGC Financial Services, LLC
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Caitong International Asset Management Co., Ltd
|
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Principal Securities, Inc.
|
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SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
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ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
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|
Your Advocates Ltd., LLP
|
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|
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|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
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|
Rice Hall James & Associates, Llc
|
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|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
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|
|
Virginia Retirement Systems Et Al
|
|
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|
|
Perpetual Ltd
|
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|
Bay Harbor Wealth Management, LLC
|
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Verition Fund Management LLC
|
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
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|
Franklin Resources Inc
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
D. E. Shaw & Co., Inc.
|
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|
Principal Financial Group Inc
|
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|
Janney Capital Management LLC
|
|
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|
Retirement Wealth Solutions LLC
|
|
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|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
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|
|
|
Murphy & Mullick Capital Management Corp
|
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
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|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
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|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
Truvestments Capital Llc
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
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|
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
|
|
|
|
|
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Motco
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
Parsifal Capital Management, LP
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Lagoda Investment Management, L.P.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Politan Capital Management LP
|
|
|
|
|
|
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
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NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
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DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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Ronald Blue Trust, Inc.
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
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Gabelli Dividend & Income Trust
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CENTRAL TRUST Co
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K
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Argent Trust Co
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Gamco Investors, Inc. Et Al
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
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Us Bancorp \de\
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Russell Investments Group, Ltd.
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SevenBridge Financial Group, LLC
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ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF
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Norges Bank
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Citigroup Inc
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Steward Partners Investment Advisory, Llc
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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GAST - Gabelli ETFs Trust - Gabelli Automation ETF
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Everence Capital Management Inc
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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CoreCap Advisors, LLC
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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DekaBank Deutsche Girozentrale
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Bruce G. Allen Investments, LLC
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Orion Portfolio Solutions, LLC
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Quintet Private Bank (Europe) S.A.
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Covestor Ltd
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Brinker Capital Investments, LLC
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Prestige Wealth Management Group LLC
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Schonfeld Strategic Advisors LLC
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Bastion Asset Management Inc.
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TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares
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Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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Algert Global Llc
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
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Millennium Management Llc
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Engineers Gate Manager LP
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Jain Global LLC
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Eaton Vance Tax Advantaged Global Dividend Income Fund
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Mutual Of America Capital Management Llc
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
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FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
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MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
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RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
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MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS
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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
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Walleye Trading LLC
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Boston Common Asset Management, LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
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Appian Way Asset Management LP
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FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
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Janus Henderson Group Plc
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Whalen Wealth Management Inc.
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VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
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Legal & General Group Plc
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Tudor Investment Corp Et Al
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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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UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
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Brevan Howard Capital Management LP
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
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Marshall Wace, Llp
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Natixis Advisors, L.p.
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
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SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF
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Lindbrook Capital, Llc
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Ionic Capital Management LLC
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Bank Of Montreal /can/
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Bank of New York Mellon Corp
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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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Armis Advisers, LLC
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Envestnet Portfolio Solutions, Inc.
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Tiaa Trust, National Association
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Retirement Systems of Alabama
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WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I
|
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ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES
|
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Maryland State Retirement & Pension System
|
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Hemington Wealth Management
|
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QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I
|
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Crossmark Global Holdings, Inc.
|
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FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Wells Fargo & Company/mn
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
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PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class
|
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Teachers Retirement System Of The State Of Kentucky
|
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Evermay Wealth Management Llc
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF
|
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
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Smartleaf Asset Management LLC
|
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PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
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|
Motley Fool Wealth Management, LLC
|
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Fifth Third Wealth Advisors LLC
|
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Carnegie Capital Asset Management, LLC
|
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|
Massmutual Trust Co Fsb/adv
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
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1492 Capital Management LLC
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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Optiver Holding B.V.
|
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EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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