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Champlain Investment Partners, LLC
|
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|
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
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|
State Of Michigan Retirement System
|
|
|
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|
|
Marshall Wace, Llp
|
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|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Public Employees Retirement System Of Ohio
|
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares
|
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|
Peak6 Llc
|
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|
Armstrong Advisory Group, Inc
|
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|
New Mexico Educational Retirement Board
|
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Truvestments Capital Llc
|
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|
Transamerica Financial Advisors, Inc.
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|
Hartland & Co., LLC
|
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|
Rossby Financial, LCC
|
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|
IFP Advisors, Inc
|
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Wells Fargo & Company/mn
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Pnc Financial Services Group, Inc.
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Graham Capital Management, L.P.
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Nomura Asset Management Co Ltd
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Retirement Systems of Alabama
|
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QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
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|
Alerus Financial Na
|
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|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
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|
Gibbs Wealth Management
|
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|
|
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|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
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|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
High Note Wealth, LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
|
|
|
Marks Group Wealth Management, Inc
|
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|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
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|
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|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
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|
Symphony Financial, Ltd. Co.
|
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Hilton Capital Management, LLC
|
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Wiley Bros.-aintree Capital, Llc
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
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|
CIBC Private Wealth Group, LLC
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Wellington Management Group Llp
|
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|
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
|
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Federation des caisses Desjardins du Quebec
|
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Twin Peaks Wealth Advisors, LLC
|
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GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
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|
BlackRock, Inc.
|
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
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|
Oppenheimer & Co Inc
|
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|
Hollencrest Capital Management
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Gotham Asset Management, LLC
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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|
Fullcircle Wealth Llc
|
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Needham Investment Management Llc
|
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NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
Legal & General Group Plc
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
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|
Diversify Advisory Services, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
Xponance, Inc.
|
|
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|
PACIFIC SELECT FUND - Developing Growth Portfolio Class I
|
|
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|
Rothschild Investment Llc
|
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|
|
Sequoia Financial Advisors, LLC
|
|
|
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|
Robeco Schweiz AG
|
|
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|
ProShare Advisors LLC
|
|
|
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|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
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|
|
Jane Street Group, Llc
|
|
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|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
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|
Artisan Partners Limited Partnership
|
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|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
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ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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Intech Investment Management Llc
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
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|
Price T Rowe Associates Inc /md/
|
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|
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|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
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|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
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|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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|
Ameritas Advisory Services, LLC
|
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
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|
Trium Capital LLP
|
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First Hawaiian Bank
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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|
Pallas Capital Advisors LLC
|
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Stephenson National Bank & Trust
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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Geode Capital Management, Llc
|
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Janus Henderson Group Plc
|
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MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
Essex Investment Management Co Llc
|
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Advisors Asset Management, Inc.
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Ubs Oconnor Llc
|
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Mount Yale Investment Advisors, LLC
|
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|
Diversified Trust Co
|
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HighPoint Advisor Group LLC
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
|
Walleye Capital LLC
|
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|
Holos Integrated Wealth LLC
|
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Victory Capital Management Inc
|
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|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
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|
Morgan Stanley
|
|
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|
Sendero Wealth Management, LLC
|
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FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
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Busey Wealth Management
|
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LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
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Interval Partners, LP
|
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PBFDX - FORUM FUNDS - Payson Total Return Fund
|
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
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|
Focus Financial Network, Inc.
|
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Invesco Ltd.
|
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Colony Group, LLC
|
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Primecap Management Co/ca/
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Quaker Wealth Management, LLC
|
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|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
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Garde Capital, Inc.
|
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EverSource Wealth Advisors, LLC
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
Russell Investments Group, Ltd.
|
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|
Avantax Advisory Services, Inc.
|
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|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
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|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
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|
Eventide Asset Management, Llc
|
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|
Allianz Asset Management GmbH
|
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|
MetLife Investment Management, LLC
|
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|
Globeflex Capital L P
|
|
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|
First Trust Enhanced Equity Income Fund
|
|
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|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
Creative Planning
|
|
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|
Crawford Investment Counsel Inc
|
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|
Nordea Investment Management Ab
|
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|
Hoese & Co LLP
|
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|
State of New Jersey Common Pension Fund D
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Net Worth Advisory Group
|
|
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|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
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|
|
Captrust Financial Advisors
|
|
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|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
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|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
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|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a)
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Amitell Capital Pte Ltd
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
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Northern Trust Corp
|
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Massmutual Trust Co Fsb/adv
|
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Parkside Financial Bank & Trust
|
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Pictet Asset Management Holding SA
|
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Panagora Asset Management Inc
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|
Tema ETF Trust - Tema Electrification ETF
|
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|
Sandy Spring Bank
|
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|
St Germain D J Co Inc
|
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|
Rise Advisors, LLC
|
|
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|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
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|
Bell Investment Advisors, Inc
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|
Harbor Investment Advisory, Llc
|
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MAI Capital Management
|
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Grove Bank & Trust
|
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CENTRAL TRUST Co
|
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Clark Capital Management Group, Inc.
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Montag A & Associates Inc
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Fifth Third Bancorp
|
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Burney Co/
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Citadel Advisors Llc
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Spire Wealth Management
|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
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|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
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BRYN MAWR TRUST Co
|
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AlTi Global, Inc.
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Whittier Trust Co
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Ameriprise Financial Inc
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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Corient IA LLC
|
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ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
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|
Financial Gravity Companies, Inc.
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Pathstone Holdings, LLC
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Principal Street Partners, LLC
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Alan B. Lancz & Associates, Inc.
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
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Congress Wealth Management LLC / DE /
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Lindbrook Capital, Llc
|
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National Asset Management, Inc.
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
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Putnam Fl Investment Management Co
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Headlands Technologies LLC
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GAMMA Investing LLC
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State of Tennessee, Treasury Department
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Verition Fund Management LLC
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Advantage Advisers Xanthus Fund, L.l.c.
|
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Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
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UMA Financial Services, Inc.
|
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Factorial Partners, Llc
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Park Square Financial Group, LLC
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Saturna Capital CORP
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Csenge Advisory Group
|
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Lombard Odier Asset Management (Switzerland) SA
|
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NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
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NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class
|
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|
CI Private Wealth, LLC
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Pflug Koory, LLC
|
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Beacon Capital Management, LLC
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
OneAscent Financial Services LLC
|
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|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
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|
Centerpoint Advisors, LLC
|
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|
JustInvest LLC
|
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|
Securian Asset Management, Inc
|
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Figure 8 Investment Strategies Llc
|
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Comprehensive Financial Planning, Inc./PA
|
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|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
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|
Susquehanna Fundamental Investments, Llc
|
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DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
SG Americas Securities, LLC
|
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
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|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
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|
|
Versant Capital Management, Inc
|
|
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|
|
Hudson Value Partners, LLC
|
|
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|
Raymond James Financial Inc
|
|
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|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
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|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Clean Energy Transition LLP
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
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|
Walleye Trading LLC
|
|
|
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|
Skba Capital Management Llc
|
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Torno Capital, Llc
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Arizona State Retirement System
|
|
|
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|
Ensign Peak Advisors, Inc
|
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|
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
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|
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|
Keybank National Association/oh
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
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|
Cookson Peirce & Co Inc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
Pinnacle Associates Ltd
|
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Atlantic Trust, LLC
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EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
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Silvercrest Asset Management Group Llc
|
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Qrg Capital Management, Inc.
|
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Webster Bank, N. A.
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FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
GFG Capital, LLC
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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Congress Asset Management Co /ma
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Sherbrooke Park Advisers Llc
|
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True Wealth Design, LLC
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FSM Wealth Advisors, LLC
|
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Pensionmark Financial Group, Llc
|
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IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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First Trust Advisors Lp
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Jefferies Financial Group Inc.
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Maryland State Retirement & Pension System
|
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Diversify Wealth Management, Llc
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FIL Ltd
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
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Shelton Capital Management
|
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
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SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Massachusetts Financial Services Co /ma/
|
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Richard Bernstein Advisors LLC
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Schonfeld Strategic Advisors LLC
|
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|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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Ramirez Asset Management, Inc.
|
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2Xideas AG
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
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|
Pacer Advisors, Inc.
|
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PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
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|
NEOS Investment Management LLC
|
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|
Smartleaf Asset Management LLC
|
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|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
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|
Key FInancial Inc
|
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|
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund
|
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|
SRS Capital Advisors, Inc.
|
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M&t Bank Corp
|
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SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
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|
State of Alaska, Department of Revenue
|
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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|
CLARET ASSET MANAGEMENT Corp
|
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|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
Neuberger Berman Group LLC
|
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|
Parkworth Wealth Management, Inc.
|
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|
Stifel Financial Corp
|
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|
Umb Bank N A/mo
|
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|
Schroder Investment Management Group
|
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|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
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|
New York State Common Retirement Fund
|
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|
Dimensional Fund Advisors Lp
|
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|
TFC Financial Management
|
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|
Gamco Investors, Inc. Et Al
|
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|
Davis R M Inc
|
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|
Veracity Capital LLC
|
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|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
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|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
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|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
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|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
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|
|
Picton Mahoney Asset Management
|
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|
SJS Investment Consulting Inc.
|
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|
Park Avenue Securities Llc
|
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|
Tableaux Llc
|
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Park Place Capital Corp
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Whitcomb & Hess, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
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Farmers & Merchants Trust Co of Chambersburg PA
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Daiwa Securities Group Inc.
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Security National Bank
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Goldman Sachs Group Inc
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
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UBS Group AG
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
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Strategic Wealth Partners, Ltd.
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Thrivent Financial For Lutherans
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
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LRI Investments, LLC
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
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Bare Financial Services, Inc
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
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Polar Capital Holdings Plc
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Jpmorgan Chase & Co
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Profunds - Profund Vp Mid-cap Growth
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Bank of New Hampshire
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A
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Yousif Capital Management, Llc
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SeaBridge Investment Advisors LLC
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American National Bank
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
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JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
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DHJJ Financial Advisors, Ltd.
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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Prime Capital Investment Advisors, LLC
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CIBC Asset Management Inc
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Ethic Inc.
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
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Valeo Financial Advisors, LLC
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Grandeur Peak Global Advisors, LLC
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OneAscent Wealth Management LLC
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PDT Partners, LLC
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
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Rafferty Asset Management, LLC
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Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A
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Temasek Holdings (Private) Ltd
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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Everence Capital Management Inc
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Ellevest, Inc.
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Anchor Investment Management, LLC
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Manchester Capital Management LLC
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Pictet & Cie (Europe) SA
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Nicolet Advisory Services, Llc
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TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity
|
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Tribune Investment Group LP
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Chicago Partners Investment Group LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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AdvisorNet Financial, Inc
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Norges Bank
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Bank Of America Corp /de/
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Hm Payson & Co
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O'shaughnessy Asset Management, Llc
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
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CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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Group One Trading, L.p.
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SBI Securities Co., Ltd.
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
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Cwm, Llc
|
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Loomis Sayles & Co L P
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Activest Wealth Management
|
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IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
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Pinnacle Bancorp, Inc.
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Covenant Partners, LLC
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S&t Bank/pa
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
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Keeley-Teton Advisors, LLC
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
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|
Td Private Client Wealth Llc
|
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|
Andra AP-fonden
|
|
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CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
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|
California State Teachers Retirement System
|
|
|
|
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|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
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|
Treasurer of the State of North Carolina
|
|
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|
We Are One Seven, LLC
|
|
|
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|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
|
|
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|
Sittner & Nelson, Llc
|
|
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|
Running Oak Capital LLC
|
|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
Jacobs & Co/ca
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
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|
WPG Advisers, LLC
|
|
|
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|
|
Manufacturers Life Insurance Company, The
|
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|
Avion Wealth
|
|
|
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|
Waddell & Associates, Llc
|
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|
New York Life Investment Management Llc
|
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Paradice Investment Management LLC
|
|
|
|
|
|
OSCV - ETF Series Solutions - Opus Small Cap Value ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
