Covestor Ltd
|
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High Note Wealth, LLC
|
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TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A
|
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|
Principal Financial Group Inc
|
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|
Norges Bank
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
Independent Advisor Alliance
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
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|
First Trust Advisors Lp
|
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|
Madison Asset Management, LLC
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Prime Capital Investment Advisors, LLC
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|
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
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|
Colony Group, LLC
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VCGAX - VALIC Co I - Growth & Income Fund
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
Vanguard Group Inc
|
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|
Bay Harbor Wealth Management, LLC
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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Spire Wealth Management
|
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Graver Capital Management, LLC
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PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
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Mawer Investment Management Ltd.
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Truist Financial Corp
|
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|
Marshall Financial Group LLC
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Creative Planning
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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Citigroup Inc
|
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|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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Larson Financial Group LLC
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Cambridge Investment Research Advisors, Inc.
|
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Sterling Capital Management LLC
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Fox Run Management, L.l.c.
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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New York State Teachers Retirement System
|
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GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
|
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Smartleaf Asset Management LLC
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Wolverine Trading, Llc
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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SRS Capital Advisors, Inc.
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Comerica Bank
|
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
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BlackRock, Inc.
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Intech Investment Management Llc
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Clearbridge Investments, LLC
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Financial Management Professionals, Inc.
|
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Aster Capital Management (DIFC) Ltd
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Tudor Investment Corp Et Al
|
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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Farringdon Capital, Ltd.
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Daiwa Securities Group Inc.
|
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
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Intrust Bank Na
|
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|
Dempze Nancy E
|
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ExodusPoint Capital Management, LP
|
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Oarsman Capital, Inc.
|
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Schroder Investment Management Group
|
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Wellington Management Group Llp
|
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Beck Mack & Oliver Llc
|
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PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
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|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
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|
Agf Management Ltd
|
|
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|
Parkside Financial Bank & Trust
|
|
|
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|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
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|
Profunds - Profund Vp Ultramid-cap
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
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|
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
|
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M&G Plc
|
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
Outlook Wealth Advisors, LLC
|
|
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|
Corbyn Investment Management Inc/md
|
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
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|
J. Safra Sarasin Holding AG
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
Nomura Asset Management Co Ltd
|
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|
Fisher Asset Management, LLC
|
|
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|
FIL Ltd
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
VCKSX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Growth Fund Class C
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
Trium Capital LLP
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
Axa S.a.
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
Swedbank AB
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
GOFIX - GMO TRUST - GMO Resources Fund Class III
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
Bokf, Na
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
Summit Creek Advisors LLC
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
|
|
|
|
Pier Capital, LLC
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
Mirova
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
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|
TD Waterhouse Canada Inc.
|
|
|
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|
Stifel Financial Corp
|
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|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
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|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
|
|
Headlands Technologies LLC
|
|
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|
|
AXS Investments LLC
|
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|
Farmers & Merchants Investments Inc
|
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|
Fmr Llc
|
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|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
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|
|
Advisors Asset Management, Inc.
|
|
|
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|
Morgan Stanley
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
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|
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|
Shelton Capital Management
|
|
|
|
|
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
Nemes Rush Group LLC
|
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|
Tortoise Investment Management, LLC
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
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|
Northwest & Ethical Investments L.P.
|
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|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
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|
|
Mirova US LLC
|
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|
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|
Holocene Advisors, LP
|
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|
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|
Goldman Sachs Group Inc
|
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|
|
|
Parallel Advisors, LLC
|
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|
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|
Rik Saylor Financial, Inc.
|
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|
|
Amalgamated Bank
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
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|
Envestnet Asset Management Inc
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
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|
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|
Fifth Third Bancorp
|
|
|
|
|
Epoch Investment Partners, Inc.
|
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|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
UBS Group AG
|
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|
Utah Retirement Systems
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
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|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
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|
HighTower Advisors, LLC
|
|
|
|
|
Eastern Bank
|
|
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|
|
True Wealth Design, LLC
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
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|
|
CIBC World Markets Inc.
|
|
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|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
Peregrine Capital Management Llc
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
|
|
|
|
Advantage Alpha Capital Partners LP
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
|
|
|
|
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
Amundi
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
Man Group plc
|
|
|
|
|
ACK Asset Management LLC
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
State Street Corp
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund
|
|
|
|
|
Lodge Hill Capital, LLC
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
Montanaro Asset Management Ltd
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
Capital World Investors
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF
|
|
|
|
|
Impactive Capital LP
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
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|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
|
|
|
|
|
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
KBC Group NV
|
|
|
|
|
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL
|
|
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|
Fieldview Capital Management, LLC
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
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|
|
|
Alpine Peaks Capital, LP
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
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|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
|
|
Avion Wealth
|
|
|
|
|
GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class
|
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|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
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|
Simon Quick Advisors, Llc
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
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|
|
|
Optiver Holding B.V.
|
|
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|
|
Atom Investors LP
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
AQWA - Global X Funds - Global X Clean Water ETF
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
PGGM Investments
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
Novem Group
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
Barclays Plc
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
Quarry LP
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
Capital International Investors
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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Vestcor Inc
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Schonfeld Strategic Advisors LLC
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Brave Asset Management Inc
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JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
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Fernbridge Capital Management Lp
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Rhumbline Advisers
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State of Wyoming
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WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
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Whittier Trust Co
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Gitterman Wealth Management, LLC
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Oppenheimer Asset Management Inc.
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WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio
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Allianz Asset Management GmbH
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Avalon Trust Co
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PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
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Vega Investment Solutions
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ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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Shell Asset Management Co
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Russell Investments Group, Ltd.
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Handelsbanken Fonder AB
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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STXG - EA Series Trust - Strive 1000 Growth ETF
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GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
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Wetherby Asset Management Inc
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Kingsview Wealth Management, LLC
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GIMFX - GMO TRUST - GMO Implementation Fund
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Oregon Public Employees Retirement Fund
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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L2 Asset Management, LLC
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Sachetta, LLC
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Cranbrook Wealth Management, LLC
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Integrated Wealth Concepts LLC
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Portside Wealth Group, LLC
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SG Americas Securities, LLC
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
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SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Addison Advisors LLC
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Geode Capital Management, Llc
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Baker Avenue Asset Management, LP
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Humankind Benefit Corp - Humankind US Stock ETF
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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Quantinno Capital Management LP
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
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New York State Common Retirement Fund
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Rockefeller Capital Management L.P.
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
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Vontobel Holding Ltd.
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Squarepoint Ops LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
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Thematics Asset Management
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Impax Asset Management Group plc
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Strs Ohio
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Group One Trading, L.p.
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Bank Of America Corp /de/
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California State Teachers Retirement System
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
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BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
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Cwm, Llc
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D. E. Shaw & Co., Inc.
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
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Hsbc Holdings Plc
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Gibbs Wealth Management
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HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
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TFC Financial Management
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
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ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
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SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
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Adage Capital Partners Gp, L.l.c.
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LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
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CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
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Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
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Natixis Advisors, L.p.
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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Institute for Wealth Management, LLC.
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1832 Asset Management L.P.
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Kayne Anderson Rudnick Investment Management Llc
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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Blue Edge Capital, LLC
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Profunds - Profund Vp Mid-cap Value
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
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JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
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Northwestern Mutual Investment Management Company, Llc
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
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Pnc Financial Services Group, Inc.
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Federation des caisses Desjardins du Quebec
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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Y-Intercept (Hong Kong) Ltd
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Owls Nest Partners IA, LLC
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Skandinaviska Enskilda Banken AB (publ)
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GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares
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Atria Investments Llc
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WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
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CIBC Private Wealth Group, LLC
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Rathbone Brothers plc
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Ameritas Investment Partners, Inc.
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PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
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OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
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Natixis
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FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
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EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
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Fifth Third Wealth Advisors LLC
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
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Lombard Odier Asset Management (Europe) Ltd
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Vestmark Advisory Solutions, Inc.
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Crossmark Global Holdings, Inc.
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
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Hudson Bay Capital Management LP
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Scotia Capital Inc.
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Twinbeech Capital Lp
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New York Life Investment Management Llc
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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