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Rsm Us Wealth Management Llc
|
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|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
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|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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|
Optimum Investment Advisors
|
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America First Investment Advisors, LLC
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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KBC Group NV
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
Brighton Jones Llc
|
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Ancora Advisors, LLC
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Pallas Capital Advisors LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Parcion Private Wealth LLC
|
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|
State of Alaska, Department of Revenue
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Advisor Group Holdings, Inc.
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Parvin Asset Management, LLC
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Convergence Investment Partners, LLC
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Klp Kapitalforvaltning As
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Smartleaf Asset Management LLC
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Hollencrest Capital Management
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NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
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Commonwealth Equity Services, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Mv Capital Management, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Bruce G. Allen Investments, LLC
|
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Pring Turner Capital Group Inc
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Securian Asset Management, Inc
|
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Creative Financial Designs Inc /adv
|
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MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
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|
Caitong International Asset Management Co., Ltd
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Norden Group Llc
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Counterpoint Mutual Funds LLC
|
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Steward Partners Investment Advisory, Llc
|
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Meiji Yasuda Asset Management Co Ltd.
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Blueshift Asset Management, LLC
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Kestra Advisory Services, LLC
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Atlas Wealth Partners, LLC
|
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Td Private Client Wealth Llc
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
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ORG Partners LLC
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
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|
State Of Michigan Retirement System
|
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|
HighMark Wealth Management LLC
|
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Sig Brokerage, Lp
|
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Godsey & Gibb Associates
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Farther Finance Advisors, LLC
|
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Commerce Bank
|
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Lido Advisors, LLC
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Ieq Capital, Llc
|
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Findlay Park Partners LLP
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Skopos Labs, Inc.
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
Violich Capital Management, Inc.
|
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KGGAX - Advisors' Inner Circle Fund II - KOPERNIK GLOBAL ALL-CAP FUND CLASS A SHARES
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
Thrivent Financial For Lutherans
|
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Rathbone Brothers plc
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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|
Dark Forest Capital Management Lp
|
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|
Geneos Wealth Management Inc.
|
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Vident Advisory, LLC
|
|
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|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
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|
Harbour Investments, Inc.
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Atlantic Trust, LLC
|
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|
Sowell Financial Services LLC
|
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|
Spears Abacus Advisors LLC
|
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|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
MIDSX - Midas Series Trust - Midas Fund
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
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|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Winmill & Co. Inc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
INIVX - VanEck Funds - International Investors Gold Fund Class A
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
BGEIX - American Century Quantitative Equity Funds, Inc. - Global Gold Fund Investor Class
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
|
|
|
|
|
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
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|
Insight Inv LLC
|
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|
T. Rowe Price Investment Management, Inc.
|
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|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
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|
CoreCap Advisors, LLC
|
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
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|
Squarepoint Ops LLC
|
|
|
|
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|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
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|
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|
Hemington Wealth Management
|
|
|
|
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|
Rafferty Asset Management, LLC
|
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MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
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|
U S Global Investors Inc
|
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|
Tiemann Investment Advisors, Llc
|
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GoalVest Advisory LLC
|
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|
Manufacturers Life Insurance Company, The
|
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Rock Point Advisors, LLC
|
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SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
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|
Maryland State Retirement & Pension System
|
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|
New York State Teachers Retirement System
|
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|
Creative Planning
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
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|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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Quarry LP
|
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Horizon Investments, LLC
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Private Trust Co Na
|
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Dimensional Fund Advisors Lp
|
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Northwestern Mutual Investment Management Company, Llc
|
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Umb Bank N A/mo
|
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Jupiter Asset Management Ltd
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Vontobel Holding Ltd.
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
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Schroder Investment Management Group
|
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Confluence Investment Management Llc
|
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HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
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|
DekaBank Deutsche Girozentrale
|
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USAGX - USAA MUTUAL FUNDS TRUST - Precious Metals and Minerals Fund Shares
|
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|
City Center Advisors, LLC
|
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CIBC Private Wealth Group, LLC
|
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Employees Retirement System of Texas
|
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|
PMPIX - Profunds - Precious Metals Ultrasector Profund Investor Class
|
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|
McIlrath & Eck, LLC
|
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Public Employees Retirement System Of Ohio
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
Forum Financial Management, LP
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Swiss National Bank
|
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Kingsview Wealth Management, LLC
|
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STXM - EA Series Trust - Strive Mid-Cap ETF
|
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|
Modera Wealth Management, LLC
|
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Knoll Capital Management, LLC
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Prudential Financial Inc
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Argent Trust Co
|
|
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|
Savant Capital, LLC
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Ronald Blue Trust, Inc.
|
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|
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
|
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|
VanEck VIP Trust - VanEck VIP Global Gold Fund Class S
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
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|
Quaker Wealth Management, LLC
|
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|
Central Valley Advisors, Llc
|
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Seeds Investor Llc
|
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|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
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|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
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|
Wolverine Trading, Llc
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
GLDAX - Gabelli Gold Fund, Inc. - GABELLI GOLD FUND INC CLASS A
|
|
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|
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|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
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|
|
Sachetta, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Cwm, Llc
|
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|
SJS Investment Consulting Inc.
|
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|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
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|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Ion Asset Management Ltd.
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Ballast Asset Management, LP
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
SPROTT FUNDS TRUST - Sprott Gold Miners ETF
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
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|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
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|
JMG Financial Group, Ltd.
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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Wellington Shields & Co., LLC
|
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|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
Cary Street Partners Financial Llc
|
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PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Advisors Asset Management, Inc.
|
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|
Kaizen Financial Strategies
|
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Whipplewood Advisors, LLC
|
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USA Financial Portformulas Corp
|
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
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|
IMC-Chicago, LLC
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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Anb Bank
|
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Scientech Research LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
|
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
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|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Binnacle Investments Inc
|
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Victory Capital Management Inc
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Euro Pacific Asset Management, LLC
|
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Allegiance Financial Group Advisory Services LLC
|
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|
Qrg Capital Management, Inc.
|
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Pnc Financial Services Group, Inc.
|
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Bank Of Montreal /can/
|
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Trust Investment Advisors
|
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VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Great Lakes Advisors, Llc
|
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XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
Ensign Peak Advisors, Inc
|
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|
Geode Capital Management, Llc
|
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Yousif Capital Management, Llc
|
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Ameriflex Group, Inc.
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Evoke Wealth, Llc
|
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|
Aster Capital Management (DIFC) Ltd
|
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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FSAGX - FIDELITY SELECT PORTFOLIOS - Gold Portfolio
|
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|
Canada Pension Plan Investment Board
|
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|
Blossom Wealth Management
|
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|
EntryPoint Capital, LLC
|
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EKWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Precious Metals Fund Class A
|
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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|
SYM FINANCIAL Corp
|
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|
Pinkerton Retirement Specialists, LLC
|
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|
Hantz Financial Services, Inc.
|
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|
Warren Averett Asset Management, LLC
|
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|
Nomura Holdings Inc
|
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TFC Financial Management
|
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MGMT - Unified Series Trust - Ballast Small/mid Cap Etf
|
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
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|
|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
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|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
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|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
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|
UMA Financial Services, Inc.
|
|
|
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|
Banque Pictet & Cie Sa
|
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|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
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|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
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|
Greenline Partners, LLC
|
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|
|
Sigma Planning Corp
|
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|
|
Capital International Sarl
|
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|
Fort Sheridan Advisors Llc
|
|
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|
|
|
Burney Co/
|
|
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|
|
Vise Technologies, Inc.
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Aubrey Capital Management Ltd
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
Royce Global Value Trust, Inc.
|
|
|
|
|
|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Kopernik Global Investors, LLC
|
|
|
|
|
|
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund
|
|
|
|
|
|
PHSWX - MSS Series Trust - Parvin Hedged Equity Solari World Fund
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
EPGFX - Investment Managers Series Trust - EuroPac Gold Fund Class A
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify Junior Silver Miners ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
XME - SPDR SERIES TRUST - SPDR(R) S&P(R) Metals & Mining ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
GDMN - WisdomTree Trust - WisdomTree Efficient Gold Plus Gold Miners Strategy Fund N/A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
RYPMX - RYDEX SERIES FUNDS - Precious Metals Fund Investor Class
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
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Atlantic Union Bankshares Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FEOE - RBB Fund Trust - First Eagle Overseas Equity ETF
|
|
|
|
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|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
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|
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|
Hussman Strategic Advisors, Inc.
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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|
Quest Partners LLC
|
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|
Inceptionr Llc
|
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
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|
Simplex Trading, Llc
|
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Nations Financial Group Inc, /ia/ /adv
|
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BLI - Banque de Luxembourg Investments
|
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Capital Fund Management S.a.
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PFS Partners, LLC
|
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|
Nomura Asset Management Co Ltd
|
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|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
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|
GHP Investment Advisors, Inc.
|
|
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Venturi Wealth Management, LLC
|
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FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
CVA Family Office, LLC
|
|
|
|
|
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
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|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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|
American Century Companies Inc
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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DT Investment Partners, LLC
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Swedbank AB
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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Massmutual Trust Co Fsb/adv
|
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Parkside Financial Bank & Trust
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Diversified Trust Co
|
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|
Valued Retirements, Inc.
|
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|
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Signaturefd, Llc
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
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|
Ameriprise Financial Inc
|
|
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|
Zacks Investment Management
|
|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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Blair William & Co/il
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Panagora Asset Management Inc
|
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Smith, Moore & Co.
|
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
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Polymer Capital Management (US) LLC
|
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|
Virtue Capital Management, LLC
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
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|
Harvey Investment Co Llc
|
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Manchester Capital Management LLC
|
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|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
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|
Private Wealth Management Group, LLC
|
|
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|
Sierra Summit Advisors Llc
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
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|
|
Pacer Advisors, Inc.
|
|
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|
Wealth Preservation Advisors, LLC
|
|
|
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|
Diametric Capital, LP
|
|
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Exchange Traded Concepts, Llc
|
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
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|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
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|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
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|
Belpointe Asset Management LLC
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
GDX - VanEck Vectors ETF Trust - VanEck Vectors Gold Miners ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Armor Advisors, L.l.c.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Bard Associates Inc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
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SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
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HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
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SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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Archer Investment Corp
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES
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Stratos Wealth Partners, LTD.
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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Stephens Inc /ar/
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Annis Gardner Whiting Capital Advisors, LLC
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Westwood Holdings Group Inc
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PineBridge Investments, L.P.
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Walleye Trading LLC
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Atomi Financial Group, Inc.
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New Mexico Educational Retirement Board
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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Toroso Investments, LLC
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Sei Investments Co
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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Riggs Asset Managment Co. Inc.
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GOAU - ETF Series Solutions - U.S. Global GO GOLD and Precious Metal Miners ETF
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Bessemer Group Inc
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Nuveen, LLC
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Wellington Management Group Llp
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
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USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund
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Brown Advisory Inc
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Warburton Capital Management, LLC
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Buckingham Strategic Partners
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
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SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
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Capital Advisors, Ltd. LLC
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J.w. Cole Advisors, Inc.
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Rialto Wealth Management, LLC
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King Luther Capital Management Corp
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Distillate Capital Partners LLC
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Northern Trust Corp
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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HighTower Advisors, LLC
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
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CI Private Wealth, LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Two Sigma Advisers, Lp
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Orion Portfolio Solutions, LLC
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Encompass More Asset Management
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Stephens Consulting, LLC
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Muhlenkamp & Co Inc
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Janney Montgomery Scott LLC
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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Marshall Wace, Llp
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Verdence Capital Advisors LLC
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Everence Capital Management Inc
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First Trust Advisors Lp
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
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Ameritas Advisory Services, LLC
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Royal Bank Of Canada
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Intech Investment Management Llc
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Asset Dedication, LLC
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Crossmark Global Holdings, Inc.
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Kayne Anderson Rudnick Investment Management Llc
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VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
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Sterling Capital Management LLC
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Lindbrook Capital, Llc
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
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IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
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Toth Financial Advisory Corp
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IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
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Greenleaf Trust
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Principal Financial Group Inc
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
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MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
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Dynamic Technology Lab Private Ltd
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NorthCrest Asset Manangement, LLC
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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Lazard Asset Management Llc
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
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Susquehanna Fundamental Investments, Llc
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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SOUTH STATE Corp
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Golden State Wealth Management, LLC
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Copeland Capital Management, LLC
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Good Life Advisors, LLC
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Brevan Howard Capital Management LP
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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VMIDX - VALIC Co I - Mid Cap Index Fund
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RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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Captrust Financial Advisors
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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Callan Family Office, LLC
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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Arizona State Retirement System
|
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RYDEX VARIABLE TRUST - Precious Metals Fund Variable Annuity
|
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Morgan Stanley
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
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SBI Securities Co., Ltd.
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Merit Financial Group, LLC
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Retirement Systems of Alabama
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