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Integrated Wealth Concepts LLC
|
|
|
|
|
|
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund
|
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|
|
|
|
Vise Technologies, Inc.
|
|
|
|
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|
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares
|
|
|
|
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|
CBOE Vest Financial, LLC
|
|
|
|
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|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
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|
Allworth Financial LP
|
|
|
|
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|
STXK - EA Series Trust - Strive Small-Cap ETF
|
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|
|
|
|
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A
|
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SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
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Schroder Investment Management Group
|
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Lazard Asset Management Llc
|
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|
Skopos Labs, Inc.
|
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Picton Mahoney Asset Management
|
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|
Stifel Financial Corp
|
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|
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|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Global Retirement Partners, LLC
|
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|
Balyasny Asset Management Llc
|
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|
Maryland State Retirement & Pension System
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y
|
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|
Ameritas Advisory Services, LLC
|
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|
Oakworth Capital, Inc.
|
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Quarry LP
|
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PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
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Inceptionr Llc
|
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|
|
|
|
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
|
|
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|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
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|
Deutsche Bank Ag\
|
|
|
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FIL Ltd
|
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|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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NSIDX - Northern Funds - Northern Small Cap Index Fund
|
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D. E. Shaw & Co., Inc.
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Mendel Money Management
|
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Cwm, Llc
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
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|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
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|
Smartleaf Asset Management LLC
|
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|
|
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|
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class
|
|
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|
Baird Financial Group, Inc.
|
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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SummitTX Capital, L.P.
|
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|
AMG National Trust Bank
|
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Capital Advisors, Ltd. LLC
|
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California State Teachers Retirement System
|
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JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I
|
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|
Capital Fund Management S.a.
|
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|
Arizona State Retirement System
|
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|
HHM Wealth Advisors, LLC
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
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|
Nuveen, LLC
|
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
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|
Legal & General Group Plc
|
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
Jane Street Group, Llc
|
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|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
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|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
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|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
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|
|
ProShare Advisors LLC
|
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|
|
Goldman Sachs Group Inc
|
|
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|
|
Qube Research & Technologies Ltd
|
|
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|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A
|
|
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|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
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|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
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|
|
Barclays Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
RSSL - Global X Funds - Global X Russell 2000 ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF
|
|
|
|
|
|
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
|
|
|
|
|
|
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF
|
|
|
|
|
|
Aristeia Capital Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
VCSLX - VALIC Co I - Small Cap Index Fund
|
|
|
|
|
|
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
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|
Central Pacific Bank - Trust Division
|
|
|
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|
Nomura Asset Management Co Ltd
|
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|
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|
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
Anchor Investment Management, LLC
|
|
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
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|
Nbc Securities, Inc.
|
|
|
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|
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
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|
Optiver Holding B.V.
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Brown Brothers Harriman & Co
|
|
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|
CVA Family Office, LLC
|
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Intech Investment Management Llc
|
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|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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|
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|
Financial Connections Group, Inc.
|
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|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
|
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HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
|
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|
DekaBank Deutsche Girozentrale
|
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|
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF
|
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|
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
|
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|
Colony Group, LLC
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF
|
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|
Harbour Investments, Inc.
|
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|
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|
Bare Financial Services, Inc
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
|
|
|
S&t Bank/pa
|
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|
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|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
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|
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
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|
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|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
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|
Prospera Financial Services Inc
|
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|
|
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|
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
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|
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares
|
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|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3
|
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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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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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|
Jfs Wealth Advisors, Llc
|
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|
State of Wyoming
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
BRYN MAWR TRUST Co
|
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|
SGPIX - Profunds - Small-cap Growth Profund Investor Class
|
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Franklin Resources Inc
|
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|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
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|
New York State Teachers Retirement System
|
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|
Twinbeech Capital Lp
|
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EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
|
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|
Centiva Capital, LP
|
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FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
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|
Lindbrook Capital, Llc
|
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Strengthening Families & Communities, LLC
|
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|
Umb Bank N A/mo
|
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|
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
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|
1620 Investment Advisors, Inc.
|
|
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|
Crossmark Global Holdings, Inc.
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Tectonic Advisors Llc
|
|
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|
Walleye Capital LLC
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Royce Value Trust Inc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Value Fund
|
|
|
|
|
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Profunds - Profund Vp Ultrasmall-cap
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a)
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV
|
|
|
|
|
|
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund
|
|
|
|
|
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Maverick Capital Ltd
|
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SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Glass Jacobson Investment Advisors llc
|
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BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
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MCF Advisors LLC
|
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VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
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State of New Jersey Common Pension Fund D
|
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New York State Common Retirement Fund
|
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PENN SERIES FUNDS INC - Small Cap Index Fund
|
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Ci Investments Inc.
|
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Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
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|
True Wealth Design, LLC
|
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|
SBI Securities Co., Ltd.
|
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|
State of Tennessee, Treasury Department
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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|
Landscape Capital Management, L.l.c.
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SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund
|
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Point72 Asset Management, L.P.
|
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XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF
|
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|
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
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Re Advisers Corp
|
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Strategic Wealth Partners, Ltd.
|
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ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
|
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Voya Investment Management Llc
|
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Jennison Associates Llc
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Gateway Investment Advisers Llc
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Northwestern Mutual Wealth Management Co
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
|
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|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Ritholtz Wealth Management
|
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Alliancebernstein L.p.
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF
|
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
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|
Cibc World Markets Corp
|
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|
Stephens Inc /ar/
|
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Parkside Financial Bank & Trust
|
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James Investment Research Inc
|
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Sachetta, LLC
|
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Millstone Evans Group, LLC
|
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PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
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PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
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|
Profunds - Profund Vp Small-cap
|
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|
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
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|
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio
|
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THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
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Cinctive Capital Management LP
|
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Bank Of Montreal /can/
|
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
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Financial Advisory Partners, Llc
|
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Colonial Trust Co / SC
|
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Fortitude Family Office, LLC
|
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Comerica Bank
|
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Salem Investment Counselors Inc
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Two Sigma Advisers, Lp
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
|
|
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Geode Capital Management, Llc
|
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|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
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|
Petrus Trust Company, LTA
|
|
|
|
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|
Janus Henderson Group Plc
|
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|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
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|
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF
|
|
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|
|
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
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|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
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|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A
|
|
|
|
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|
Aqr Capital Management Llc
|
|
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|
|
HFM Investment Advisors, LLC
|
|
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|
Natixis Advisors, L.p.
|
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A
|
|
|
|
|
|
SLPIX - Profunds - Small-cap Profund Investor Class
|
|
|
|
|
|
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
|
|
|
|
|
|
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Quantedge Capital Pte Ltd
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Profunds - Profund Vp Small-cap Growth
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
WUSAX - WANGER ADVISORS TRUST - Wanger USA
|
|
|
|
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Edgestream Partners, L.P.
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
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VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
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Seelaus Asset Management LLC
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HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A
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Swiss National Bank
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Ensign Peak Advisors, Inc
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KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A
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NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares
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IFP Advisors, Inc
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Hartland & Co., LLC
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Louisiana State Employees Retirement System
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Zions Bancorporation, National Association /ut/
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Smith Group Asset Management, LLC
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Gabelli Funds Llc
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
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Macquarie Group Ltd
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Geneos Wealth Management Inc.
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Norges Bank
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Bayforest Capital Ltd
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GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares
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Cullen Capital Management, LLC
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
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Victory Capital Management Inc
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
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Huntington National Bank
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Monument Capital Management
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
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Nuveen S&p 500 Buywrite Income Fund
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DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
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Citadel Advisors Llc
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RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
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MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
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IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
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BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Pnc Financial Services Group, Inc.
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NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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Hm Payson & Co
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Optimist Retirement Group LLC
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LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A
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Keeley-Teton Advisors, LLC
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Gotham Asset Management, LLC
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
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Advisors Asset Management, Inc.
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Mariner, LLC
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Charles Schwab Investment Management Inc
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Moran Wealth Management, LLC
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Frontier Capital Management Co Llc
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FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
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Resources Management Corp /ct/ /adv
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Creative Planning
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Ameritas Investment Partners, Inc.
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Fmr Llc
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Principal Securities, Inc.
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PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
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Heritage Wealth Advisors
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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Pacer Advisors, Inc.
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Quest Partners LLC
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SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
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Whittier Trust Co
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Td Private Client Wealth Llc
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