Northwestern Mutual Wealth Management Co
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
Strs Ohio
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
Seven Six Capital Management, LLC
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
Fmr Llc
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
Maple Rock Capital Partners Inc.
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
United Community Bank
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
QSM Asset Management Ltd
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
RITA - ETF Series Solutions - ETFB Green SRI REITs ETF
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
Quarry LP
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
UBS Group AG
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
Timucuan Asset Management Inc/fl
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
Manatuck Hill Partners, LLC
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
Collier Financial
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
IFGL - iSHARES TRUST - iShares International Developed Real Estate ETF
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
RWWM, Inc.
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
Freestate Advisors LLC
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
Axa S.a.
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
AAIIX - ANCORA TRUST - Ancora Income Fund Class I
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
M&G Plc
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
Barclays Plc
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
Tabor Asset Management, LP
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
Capital World Investors
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
State Street Corp
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
Amundi
|
|
|
|
|
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
Burney Co/
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
Motco
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
Causeway Capital Management Llc
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
Whitebox Advisors Llc
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
Truffle Hound Capital, LLC
|
|
|
|
|
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
KBC Group NV
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
Creative Planning
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
Investor Ab
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
Security National Bank
|
|
|
|
|
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
Lhm, Inc.
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
Comerica Bank
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
Commerce Bank
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
Members Advisory Group LLC
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
Man Group plc
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
Norges Bank
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|