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Capital Investment Counsel, LLC
|
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Snowden Capital Advisors LLC
|
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Cibc World Markets Corp
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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Hancock Whitney Corp
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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Cwm, Llc
|
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SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
State Street Corp
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Two Sigma Advisers, Lp
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Aurora Investment Counsel
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Schroder Investment Management Group
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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First National Advisers, LLC
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
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Vestcor Inc
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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Xponance, Inc.
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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Keeley-Teton Advisors, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
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Klp Kapitalforvaltning As
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GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
State of Tennessee, Treasury Department
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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Makaira Partners LLC
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Police & Firemen's Retirement System of New Jersey
|
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Captrust Financial Advisors
|
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Gardner Russo & Quinn Llc
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Noble Wealth Management PBC
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
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Inscription Capital, LLC
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Norinchukin Bank, The
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Globeflex Capital L P
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Jackson Real Assets Fund
|
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PENN SERIES FUNDS INC - Small Cap Growth Fund
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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Semmax Financial Advisors Inc.
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Brown Brothers Harriman & Co
|
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Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
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High Note Wealth, LLC
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Ellevest, Inc.
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Hedeker Wealth, LLC
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Acadian Asset Management Llc
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Swiss National Bank
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
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Osterweis Capital Management Inc
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Artisan Partners Limited Partnership
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Principia Wealth Advisory, LLC
|
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Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
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Independent Solutions Wealth Management, LLC
|
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Kera Capital Partners, Inc.
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Verition Fund Management LLC
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Fairview Capital Investment Management, Llc
|
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Manufacturers Life Insurance Company, The
|
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Scholtz & Company, Llc
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
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Capital Advisors, Ltd. LLC
|
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Berkshire Hathaway Inc
|
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Utah Retirement Systems
|
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OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
Berkshire Asset Management Llc/pa
|
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Css Llc/il
|
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Amalgamated Bank
|
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Lindbrook Capital, Llc
|
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FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
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EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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|
Optimum Investment Advisors
|
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Parkside Financial Bank & Trust
|
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Navellier & Associates Inc
|
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|
Daiwa Securities Group Inc.
|
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|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I
|
|
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|
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|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
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|
Greenleaf Trust
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
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|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
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|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
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|
Brevan Howard Capital Management LP
|
|
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|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
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|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
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Fmr Llc
|
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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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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
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Ieq Capital, Llc
|
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Boothbay Fund Management, Llc
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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CENTRAL TRUST Co
|
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Truvestments Capital Llc
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CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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Maseco Llp
|
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|
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
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|
Prosperity Consulting Group, LLC
|
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|
Cambridge Investment Research Advisors, Inc.
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Argent Trust Co
|
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Stephens Inc /ar/
|
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FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
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|
SOUTH STATE Corp
|
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GPS Wealth Strategies Group, LLC
|
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HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
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|
Franklin Resources Inc
|
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Dynamic Advisor Solutions LLC
|
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NewEdge Wealth, LLC
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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Ellerson Group Inc /adv
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
Bnp Paribas Arbitrage, Sa
|
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Citadel Advisors Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
DoubleLine ETF Adviser LP
|
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|
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
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|
Sivia Capital Partners, LLC
|
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First Trust Advisors Lp
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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|
Heartwood Wealth Advisors LLC
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
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PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
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Hemington Wealth Management
|
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|
New York State Teachers Retirement System
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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Rothschild Investment Llc
|
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Van Cleef Asset Management,Inc
|
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WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
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|
State Of Michigan Retirement System
|
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Carret Asset Management, Llc
|
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BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
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Meiji Yasuda Asset Management Co Ltd.
|
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Raleigh Capital Management Inc.
|
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|
Klingman & Associates, LLC
|
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|
Sterling Capital Management LLC
|
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|
Ubs Asset Management Americas Inc
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
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|
UBS Group AG
|
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|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
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|
|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
Warren Averett Asset Management, LLC
|
|
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|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
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|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A
|
|
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|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
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|
|
SRHR - Elevation Series Trust - SRH REIT Covered Call ETF Shares
|
|
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|
|
Raymond James Financial Inc
|
|
|
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|
|
Dakota Wealth Management
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Crossingbridge Advisors, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Pensionfund DSM Netherlands
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
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|
Millennium Management Llc
|
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Whittier Trust Co
|
|
|
|
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|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
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|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
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|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
Mercer Global Advisors Inc /adv
|
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|
GHP Investment Advisors, Inc.
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Naples Global Advisors, Llc
|
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|
Cohen & Steers Quality Income Realty Fund Inc
|
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|
Salem Investment Counselors Inc
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|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
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|
KBC Group NV
|
|
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|
Rialto Wealth Management, LLC
|
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FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
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Signaturefd, Llc
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|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
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|
Dimensional Fund Advisors Lp
|
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Peregrine Capital Management Llc
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Ethos Financial Group, LLC
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
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Bfsg, Llc
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United Capital Financial Advisers, Llc
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CarsonAllaria Wealth Management, Ltd.
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XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
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DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
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First Manhattan Co
|
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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|
Waddell & Associates, Llc
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
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|
Principal Financial Group Inc
|
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Gilman Hill Asset Management, LLC
|
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EntryPoint Capital, LLC
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
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|
Hamlin Capital Management, LLC
|
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Cohen & Steers Total Return Realty Fund Inc
|
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|
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
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|
Janus Henderson Group Plc
|
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|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
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|
Farmers & Merchants Investments Inc
|
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|
Oppenheimer & Co Inc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Spire Wealth Management
|
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|
Public Employees Retirement Association Of Colorado
|
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|
American Capital Advisory, LLC
|
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|
Cohen & Steers, Inc.
|
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|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
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|
Apollon Wealth Management, LLC
|
|
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|
Schulhoff & Co Inc
|
|
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|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
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|
Worth Venture Partners, LLC
|
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|
Janney Montgomery Scott LLC
|
|
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|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
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|
|
California Public Employees Retirement System
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
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|
Bartlett & Co. Wealth Management Llc
|
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
|
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|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
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|
Bank of New York Mellon Corp
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Lasalle Investment Management Securities Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
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|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
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|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
|
|
|
Twin City Private Wealth, Llc
|
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|
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|
|
Wealthspire Advisors, LLC
|
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|
59 North Capital Management, LP
|
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|
Symphony Financial, Ltd. Co.
|
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|
GAMMA Investing LLC
|
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|
JustInvest LLC
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
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|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
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|
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
|
|
|
|
|
|
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
LFL Advisers, LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Colony Group, LLC
|
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Integrated Wealth Concepts LLC
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Private Management Group Inc
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First Hawaiian Bank
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ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
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Private Wealth Management Group, LLC
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Gateway Wealth Partners, LLC
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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Kovitz Investment Group Partners, LLC
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VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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Continuum Advisory, LLC
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FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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JB Capital LLC
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Massachusetts Financial Services Co /ma/
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Beese Fulmer Investment Management, Inc.
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Nuveen S&p 500 Buywrite Income Fund
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Beacon Capital Management, LLC
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FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
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First PREMIER Bank
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Ethic Inc.
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Park Avenue Securities Llc
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
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SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Whipplewood Advisors, LLC
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FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
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Northern Trust Corp
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FORA Capital, LLC
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Woodward Diversified Capital, Llc
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
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Bogart Wealth, LLC
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Miller Howard Investments Inc /ny
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SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I
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Holocene Advisors, LP
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RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
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IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
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Barclays Plc
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Sei Investments Co
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Nuveen S&p 500 Dynamic Overwrite Fund
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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NEOS ETF Trust - NEOS Real Estate High Income ETF
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Spdr S&p Midcap 400 Etf Trust
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Gabelli Funds Llc
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Macquarie Group Ltd
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Griffin Institutional Access Real Estate Fund
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DecisionPoint Financial, LLC
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FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
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Two Sigma Investments, Lp
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Change Path, LLC
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
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Cohen & Steers Reit & Preferred Income Fund Inc
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Sound Income Strategies, LLC
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Russell Investments Group, Ltd.
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
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TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
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FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
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Dark Forest Capital Management Lp
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Palouse Capital Management, Inc.
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VKSGX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Value Fund Class R6
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Atalanta Sosnoff Capital, Llc
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
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SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
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PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
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Royal London Asset Management Ltd
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TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
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Wedge Capital Management L L P/nc
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New York State Common Retirement Fund
|
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
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Essex Financial Services, Inc.
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
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Segment Wealth Management, LLC
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HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Commerce Bank
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Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
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IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
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Ameritas Investment Partners, Inc.
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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Kestra Investment Management, LLC
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VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
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State of Wyoming
|
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Intech Investment Management Llc
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
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QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
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Beacon Financial Group
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
|
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LGT Financial Advisors LLC
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
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|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
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|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
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|
|
We Are One Seven, LLC
|
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|
Nbc Securities, Inc.
|
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Royal Bank Of Canada
|
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Trillium Asset Management, Llc
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
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|
|
Net Worth Advisory Group
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Real Estate Securities Fund
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Ws Management Lllp
|
|
|
|
|
|
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
