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Simplicity Wealth,LLC
|
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State of Tennessee, Treasury Department
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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|
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|
Susquehanna International Group, Llp
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Zrc Wealth Management, Llc
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
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|
Chelsea Counsel Co
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
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|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
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|
Polymer Capital Management (US) LLC
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Putnam Fl Investment Management Co
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Howard Capital Management Inc.
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Hartland & Co., LLC
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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Private Wealth Management Group, LLC
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Sound Income Strategies, LLC
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GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
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Impact Partnership Wealth, LLC
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Vista Investment Partners Llc
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Signaturefd, Llc
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N.E.W. Advisory Services LLC
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MTM Investment Management, LLC
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Gould Capital, LLC
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Alyeska Investment Group, L.P.
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Tamar Securities, LLC
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Clarity Capital Partners LLC
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Ewa, Llc
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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Gerber, Llc
|
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Uniplan Investment Counsel, Inc.
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Washington Trust Advisors, Inc.
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Rialto Wealth Management, LLC
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Legacy Wealth Managment, LLC/ID
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
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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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|
Savvy Advisors, Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
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|
EagleClaw Capital Managment, LLC
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Rockline Wealth Management, LLC
|
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Quantitative Investment Management, LLC
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Jasper Ridge Partners, L.P.
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Principia Wealth Advisory, LLC
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
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|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
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|
Wealthspire Advisors, LLC
|
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TradeLink Capital LLC
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
New Republic Capital, LLC
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TCG Advisory Services, LLC
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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|
FINX - Global X Funds - Global X FinTech ETF
|
|
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|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
SummitTX Capital, L.P.
|
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Gts Securities Llc
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Pittenger & Anderson Inc
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Oriental Harbor Investment Fund
|
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Nissay Asset Management Corp /japan/ /adv
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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LMR Partners LLP
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Louisiana State Employees Retirement System
|
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Alta Advisers Ltd
|
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Plante Moran Financial Advisors, LLC
|
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Bernard Wealth Management Corp.
|
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ASR Vermogensbeheer N.V.
|
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a16z Perennial Management, L.P.
|
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IFM Investors Pty Ltd
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
L2 Asset Management, LLC
|
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Wedmont Private Capital
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
CENTRAL TRUST Co
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
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|
MCF Advisors LLC
|
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|
Game Plan Financial Advisors, LLC
|
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|
Profunds - Profund Vp Bull
|
|
|
|
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|
Zweig-DiMenna Associates LLC
|
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|
McAdam, LLC
|
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|
J. Safra Sarasin Holding AG
|
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|
Slate Path Capital LP
|
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|
Victory Capital Management Inc
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
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|
|
Shay Capital LLC
|
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|
Silvant Capital Management LLC
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
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|
Banco Santander, S.A.
|
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|
Generali Investments, Management Co LLC
|
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|
Crossmark Global Holdings, Inc.
|
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|
Horizon Investments, LLC
|
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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Westwood Holdings Group Inc
|
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|
WealthCollab, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
PMC FIG Opportunities LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
Paradigm Operations LP
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Intrinsic Edge Capital Management LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Grace & Mercy Foundation, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Alta Park Capital, LP
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Resolute Advisors LLC
|
|
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|
Prairie Wealth Advisors, Inc.
|
|
|
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|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
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|
Miracle Mile Advisors, LLC
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Landscape Capital Management, L.l.c.
|
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|
Ensign Peak Advisors, Inc
|
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|
Baader Bank INC
|
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|
Titleist Asset Management, Llc
|
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|
GFS Advisors, LLC
|
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|
Accurate Wealth Management, LLC
|
|
|
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|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
DAPP - VanEck Vectors ETF Trust - VanEck Vectors Digital Transformation ETF
|
|
|
|
|
|
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
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|
Valued Wealth Advisors LLC
|
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|
Eagle Global Advisors Llc
|
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|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
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|
Capital Advisors Wealth Management, LLC
|
|
|
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|
Clarius Group, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
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|
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|
Nikko Asset Management Americas, Inc.
|
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|
Graney & King, LLC
|
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|
Roble, Belko & Company, Inc
|
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KBC Group NV
|
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Himension Fund
|
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Kensington Investment Counsel, LLC
|
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Kimelman & Baird, LLC
|
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|
Norden Group Llc
|
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Parcion Private Wealth LLC
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Fox Hill Wealth Management
|
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|
Bell Investment Advisors, Inc
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Joseph P. Lucia & Associates, LLC
|
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|
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
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|
|
|
Trust Co Of Toledo Na /oh/
|
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|
Xponance, Inc.
|
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|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Garde Capital, Inc.
|
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|
Accuvest Global Advisors
|
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|
Personal Cfo Solutions, Llc
|
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|
H&H Retirement Design & Management INC
|
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|
Gsa Capital Partners Llp
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
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|
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|
EverSource Wealth Advisors, LLC
|
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|
|
Fielder Capital Group LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
DAVENPORT & Co LLC
|
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|
VestGen Advisors, LLC
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
|
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|
Voya Investment Management Llc
|
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|
Morse Asset Management, Inc
|
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|
Signature Estate & Investment Advisors Llc
|
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|
Rakuten Securities, Inc.
|
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|
|
TCI Wealth Advisors, Inc.
|
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|
|
Citrine Capital LLC
|
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|
|
Meeder Asset Management Inc
|
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|
Requisite Capital Management, LLC
|
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|
Wealthfront Advisers Llc
|
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|
Moore Capital Management, Lp
|
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|
Wedbush Securities Inc
|
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|
Anatole Investment Management Ltd
|
|
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|
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
|
|
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|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Crosspoint Financial, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Nishkama Capital, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Avenir Tech Ltd
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Roundhill ETF Trust - Roundhill COIN WeeklyPay ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
BKCH - Global X Funds - Global X Blockchain ETF
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Resolute Capital Asset Partners LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
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|
AllSquare Wealth Management LLC
|
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|
Meitav Dash Investments Ltd
|
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|
Vestcor Inc
|
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|
Swedbank AB
|
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|
Beach Point Capital Management LP
|
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FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
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|
SRN Advisors, LLC
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Smith Anglin Financial, LLC
|
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|
Mizuho Markets Americas Llc
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
Columbia Advisory Partners Llc
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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Sig Brokerage, Lp
|
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Warren Averett Asset Management, LLC
|
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Wellspring Financial Advisors, LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
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|
CI Private Wealth, LLC
|
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Frank, Rimerman Advisors LLC
|
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
Nbt Bank N A /ny
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Wood Tarver Financial Group, LLC
|
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|
Campbell Capital Management Inc
|
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DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
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|
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
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|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
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Valeo Financial Advisors, LLC
|
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Capital Performance Advisors Llp
|
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|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
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Newlands Management Operations LLC
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
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|
|
Mutual Advisors, LLC
|
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|
Engineers Gate Manager LP
|
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|
Ritholtz Wealth Management
|
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|
Waldron Private Wealth LLC
|
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Wealth Alliance
|
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Berger Financial Group, Inc
|
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Fwl Investment Management, Llc
|
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CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
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|
CIBC Asset Management Inc
|
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Prana Capital Management, LP
|
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Avantax Advisory Services, Inc.
|
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B. Metzler seel. Sohn & Co. AG
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
Dimensional Fund Advisors Lp
|
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|
Gf Fund Management Co. Ltd.
|
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Nemes Rush Group LLC
|
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|
UBS Group AG
|
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Collar Capital Management, LLC
|
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American Capital Advisory, LLC
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Agf Management Ltd
|
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Berkshire Asset Management Llc/pa
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
BIT Capital GmbH
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
CMT Capital Markets Trading GmbH
|
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|
Rise Advisors, LLC
|
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|
Spire Wealth Management
|
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|
Sofos Investments, Inc.
|
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|
Keystone Wealth Services, LLC
|
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|
Squarepoint Ops LLC
|
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|
ICONIQ Capital, LLC
|
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|
TB Alternative Assets Ltd.
|
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|
Terra Nova Asset Management LLC
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
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|
APG Asset Management N.V.
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
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|
|
|
IPG Investment Advisors LLC
|
|
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|
|
NEOS Investment Management LLC
|
|
|
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|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Privium Fund Management B.V.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Connective Capital Management, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
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|
Westmount Partners, LLC
|
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|
Three Bridge Wealth Advisors, LLC
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
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|
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|
Wetherby Asset Management Inc
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Hilltop National Bank
|
|
|
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|
Apollon Wealth Management, LLC
|
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|
International Assets Investment Management, Llc
|
|
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|
S-Bank Fund Management Ltd
|
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|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
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|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
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|
Graypoint LLC
|
|
|
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|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
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|
Bridgewater Associates, LP
|
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Jain Global LLC
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
HFM Investment Advisors, LLC
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Farmers & Merchants Investments Inc
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Charles Schwab Investment Management Inc
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Two Sigma Securities, Llc
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MADDEN SECURITIES Corp
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NorthRock Partners, LLC
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
UMA Financial Services, Inc.
|
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Horizon Kinetics Asset Management Llc
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CoreCap Advisors, LLC
|
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Ieq Capital, Llc
|
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ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
|
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|
Archetype Wealth Partners
|
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|
BSW Wealth Partners
|
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Maridea Wealth Management LLC
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Moisand Fitzgerald Tamayo, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
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|
|
LFGY - Tidal Trust II - YieldMax(TM) Crypto Industry & Tech Portfolio Option Income ETF
|
|
|
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
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|
|
Quintet Private Bank (Europe) S.A.
|
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|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
EP Wealth Advisors, Inc.
|
|
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|
Strategic Investment Solutions, Inc. /IL
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
Ntv Asset Management Llc
|
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|
Formidable Asset Management, LLC
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Asset Dedication, LLC
|
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Vivaldi Capital Management, LLC
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
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|
Ossiam
|
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|
|
Refined Wealth Management
|
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|
Westpac Banking Corp
|
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|
Cypress Wealth Services, LLC
|
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|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
CHURCHILL MANAGEMENT Corp
|
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|
Mesirow Financial Investment Management, Inc.
|
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Stevens Capital Management Lp
|
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CV Advisors LLC
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
Cobblestone Asset Management LLC
|
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|
IFP Advisors, Inc
|
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Principal Street Partners, LLC
|
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|
Jones Financial Companies Lllp
|
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Valliance Asset Management Ltd
|
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|
Cache Advisors, LLC
|
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|
Main Street Research LLC
|
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|
|
Hoey Investments, Inc
|
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|
CBIZ Investment Advisory Services, LLC
|
|
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|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Ancora Advisors, LLC
|
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|
|
Sigma Planning Corp
|
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|
|
Princeton Global Asset Management LLC
|
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|
|
Smallwood Wealth Investment Management, LLC
|
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|
|
Van Eck Associates Corp
|
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|
|
Td Private Client Wealth Llc
|
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|
|
|
Monetta Financial Services Inc
|
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|
|
Azora Capital LP
|
|
|
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|
Klp Kapitalforvaltning As
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Senator Investment Group LP
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
ARKD - EA Series Trust - ARK 21Shares Blockchain and Digital Economy Innovation ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
RWQ Financial Management Services, Inc.
|
|
|
|
|
|
Hidden Lake Asset Management LP
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Bitwise Funds Trust - Bitwise Bitcoin Standard Corporations ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
EGGQ - Tidal Trust III - NestYield Visionary ETF
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
IDG Technology Venture Investment IV, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Contour Asset Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
683 Capital Management, LLC
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Ionic Capital Management LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
BLKBRD Asset Management, LP
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
|
|
State Street Corp
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
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|
|
Reyes Financial Architecture, Inc.
|
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|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
|
|
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
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|
Divisadero Street Capital Management, LP
|
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|
Strategic Planning Group, Llc
|
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|
National Bank Of Canada /fi/
|
|
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|
Gordian Capital Singapore Pte Ltd
|
|
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|
Kingsview Wealth Management, LLC
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
Kovitz Investment Group Partners, LLC
|
|
|
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|
Hurley Capital, LLC
|
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
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|
Dimension Capital Management Llc
|
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Pnc Financial Services Group, Inc.
|
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ParaFi Capital LP
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
Mizuho Securities Usa Llc
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
JustInvest LLC
|
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|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
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|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
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|
Ariose Capital Management Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
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|
Synovus Financial Corp
|
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|
Truvestments Capital Llc
|
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Net Worth Advisory Group
|
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Orion Capital Management LLC
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Acadian Asset Management Llc
|
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Commonwealth Equity Services, Llc
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
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|
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|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
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|
Pensionmark Financial Group, Llc
|
|
|
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|
Greenwich Wealth Management LLC
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
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|
|
HBK Sorce Advisory LLC
|
|
|
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|
Bellevue Asset Management, Llc
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
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|
Keebeck Wealth Management, LLC
|
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|
Lord, Abbett & Co. Llc
|
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|
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund
|
|
|
|
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|
Elequin Capital Lp
|
|
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|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
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|
Gladstone Capital Management LLP
|
|
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|
Allworth Financial LP
|
|
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|
Family Legacy Financial Solutions, LLC
|
|
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|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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|
Klingenstein Fields & Co Lp
|
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|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
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|
|
Sovran Advisors, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
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|
Brookstone Capital Management
|
|
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|
BRYN MAWR TRUST Co
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
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|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Tru Independence Asset Management 2, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Philadelphia Financial Management of San Francisco, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
|
|
|
|
|
ARKK - Ark ETF Trust - ARK Innovation ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Yong Rong (HK) Asset Management Ltd
|
|
|
|
|
|
Pier 88 Investment Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
FengHe Fund Management Pte. Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
WIM INVESTMENT MANAGEMENT Ltd
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Aequim Alternative Investments LP
|
|
|
|
|
|
Surience Private Wealth Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SVB Capital Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
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United Capital Management of KS, Inc.
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|
Aperture Investors, LLC
|
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|
Level Four Advisory Services, Llc
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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|
|
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|
SP Asset Management LLC
|
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|
Trivest Advisors Ltd
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Smartleaf Asset Management LLC
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|
Quadrature Capital Ltd
|
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|
L.m. Kohn & Company
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
Aspen Grove Capital, LLC
|
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|
Bruce G. Allen Investments, LLC
|
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|
DekaBank Deutsche Girozentrale
|
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
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|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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Archford Capital Strategies, LLC
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Marquette Asset Management, LLC
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North Star Investment Management Corp.
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Advisory Services Network, LLC
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Versant Capital Management, Inc
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Militia Capital Partners, LP
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Putnam ETF Trust - Putnam Sustainable Future ETF -
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Northwestern Mutual Investment Management Company, Llc
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Wells Fargo & Company/mn
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Cynosure Management, Llc
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
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VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
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|
Compagnie Lombard Odier SCmA
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
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|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
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|
Beacon Pointe Advisors, LLC
|
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C M Bidwell & Associates Ltd
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DecisionPoint Financial, LLC
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Fourth Dimension Wealth, LLC
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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Great Lakes Advisors, Llc
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BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
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|
Raiffeisen Bank International AG
|
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|
Centricity Wealth Management, LLC
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LexAurum Advisors, LLC
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Keystone Financial Group
|
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Trifecta Capital Advisors, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Magnolia Capital Advisors Llc
|
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|
Institutional Investment Strategy Fund
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Golden State Equity Partners
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
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|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
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|
HAP Trading, LLC
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|
Hollencrest Capital Management
|
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|
Abn Amro Investment Solutions
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
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|
GAMMA Investing LLC
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Stratos Wealth Partners, LTD.
|
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|
Mufg Securities Americas Inc.
|
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|
Multi-strategy Growth & Income Fund
|
|
|
|
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|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Axiom International Investors Llc /de
|
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|
GW&K Investment Management, LLC
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Aspect Partners, LLC
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Nuveen, LLC
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|
Geode Capital Management, Llc
|
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|
Wilmar Advisors LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
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|
|
First Trust Advisors Lp
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
|
Qsemble Capital Management, LP
|
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|
AlphaQ Advisors LLC
|
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|
Quantinno Capital Management LP
|
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|
Private Trust Co Na
|
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|
Russell Investments Group, Ltd.
|
|
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|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Ribbit Management Company, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
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CWA Asset Management Group, LLC
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Maytus Capital Management, LLC
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Peoples Financial Services Corp.
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Assenagon Asset Management S.A.
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Proem Advisors LLC
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Fifth Third Wealth Advisors LLC
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METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
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SG Americas Securities, LLC
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MorganRosel Wealth Management, LLC
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Forsta Ap-fonden
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Crescent Grove Advisors, LLC
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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Summit Partners Public Asset Management, Llc
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SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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CloudAlpha Capital Management Limited/Hong Kong
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Burford Brothers, Inc.
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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CIBC Private Wealth Group, LLC
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Catalytic Wealth RIA, LLC
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Wellington Shields Capital Management, LLC
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1832 Asset Management L.P.
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Vienna Asset Management LLC
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Jfs Wealth Advisors, Llc
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Boston Private Wealth Llc
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Barclays Plc
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
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Chicago Partners Investment Group LLC
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Koshinski Asset Management, Inc.
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Patient Capital Management, LLC
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Coldstream Capital Management Inc
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Vident Advisory, LLC
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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Sandy Spring Bank
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Evergreen Capital Management Llc
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
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Evelyn Partners Investment Management Services Ltd
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Private Wealth Asset Management, LLC
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FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
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Arkadios Wealth Advisors
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Edgestream Partners, L.P.
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Prudential Financial Inc
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Mackenzie Financial Corp
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Nilsine Partners, LLC
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Riggs Asset Managment Co. Inc.
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Covenant Asset Management, LLC
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PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Pilgrim Partners Asia Pte Ltd
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Financial Management Professionals, Inc.
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Evergreen Quality Fund GP, Ltd.
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Cornerstone Wealth Management, LLC
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Chevy Chase Trust Holdings, Inc.
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CVA Family Office, LLC
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Murphy & Mullick Capital Management Corp
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ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
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Citigroup Inc
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Consultiva Wealth Management, Corp.
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Patton Fund Management, Inc.
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Brevan Howard Capital Management LP
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Tradition Wealth Management, LLC
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Rathbone Brothers plc
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Bokf, Na
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Colonial Trust Advisors
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Hancock Whitney Corp
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Claar Advisors LLC
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Citadel Advisors Llc
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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Fox Run Management, L.l.c.
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Fedenia Advisers LLC
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JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
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Jacobi Capital Management LLC
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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GWM Advisors LLC
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United Community Bank
|
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BCOR - Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF
|
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Jefferies Financial Group Inc.
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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Oak Ridge Investments Llc
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Watershed Private Wealth Llc
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Modera Wealth Management, LLC
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Sentry Investment Management Llc
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Commerce Bank
|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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Vantage Financial Partners, LLC
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XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
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XTX Topco Ltd
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Twin Tree Management, LP
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Diversified Trust Co
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
Ninepoint Partners LP
|
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|
Ithaka Group Llc
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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|
Resonant Capital Advisors, LLC
|
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|
Fiduciary Financial Group, Llc
|
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|
Novem Group
|
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|
Financial Gravity Companies, Inc.
|
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|
AlTi Global, Inc.
|
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|
Profunds - Profund Vp Large-cap Value
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
Advisor Group Holdings, Inc.
|
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|
Central Asset Investments & Management Holdings (HK) Ltd
|
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|
Compass Ion Advisors, LLC
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
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|
Tsfg, Llc
|
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|
Truist Financial Corp
|
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|
Mv Capital Management, Inc.
|
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|
Brandywine Oak Private Wealth Llc
|
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|
|
|
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
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|
S&t Bank/pa
|
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|
Caxton Associates Llp
|
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|
Godsey & Gibb Associates
|
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|
ADAPT Investment Managers SA
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
|
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|
Callan Capital, LLC
|
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|
|
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|
Dymon Asia Capital (singapore) Pte. Ltd.
|
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|
|
Johnson Financial Group, Inc.
|
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|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
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|
Pitcairn Co
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
|
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|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
|
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|
Boothbay Fund Management, Llc
|
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|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Science & Technology Partners, L.P.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
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|
|
|
|
Creative Planning
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
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|
|
|
|
Oppenheimer Asset Management Inc.
|
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|
|
|
|
Symmetry Investments LP
|
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|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
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|
|
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|
Loomis Sayles & Co L P
|
|
|
|
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|
Handelsbanken Fonder AB
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
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Promus Capital, LLC
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Profunds - Profund Vp Ultrabull
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Steward Partners Investment Advisory, Llc
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Moss Adams Wealth Advisors LLC
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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Bank Julius Baer & Co. Ltd, Zurich
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Parallel Advisors, LLC
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Firsthand Capital Management, Inc.
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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Glenmede Investment Management, LP
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Financially Speaking Inc
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Retirement Systems of Alabama
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Brighton Jones Llc
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
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Atria Investments Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
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SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
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Mayflower Financial Advisors, LLC
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Stephenson National Bank & Trust
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
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WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
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Css Llc/il
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SCS Capital Management LLC
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Rossby Financial, LCC
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
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Arrow Capital Pty Ltd
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Park Place Capital Corp
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IFS Advisors, LLC
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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MASTERINVEST Kapitalanlage GmbH
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Park Square Financial Group, LLC
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Cantor Fitzgerald, L. P.
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Everence Capital Management Inc
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IXG - iSHARES TRUST - iShares Global Financials ETF
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Tredje AP-fonden
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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Leavell Investment Management, Inc.
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
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Perigon Wealth Management, LLC
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Fiduciary Alliance LLC
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Neuberger Berman Group LLC
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Independence Bank of Kentucky
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Partners Capital Investment Group, Llp
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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Koesten, Hirschmann & Crabtree, INC.
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Bitwise Funds Trust - Bitwise Web3 ETF
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Kentucky Retirement Systems
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EULAV Asset Management
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Wealth Enhancement Advisory Services, Llc
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Valley National Advisers Inc
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Sierra Ocean, Llc
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Lombard Odier Asset Management (USA) Corp
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Global Assets Advisory, LLC
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Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
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BI Asset Management Fondsmaeglerselskab A/S
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CRA Financial Services, LLC
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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Robeco Institutional Asset Management B.V.
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City State Bank
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Lauterbach Financial Advisors, LLC
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StoneX Group Inc.
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Emerald Advisers, Llc
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Atlantic Trust, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
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Daiwa Securities Group Inc.
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RMB Capital Management, LLC
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Amplify ETF Trust - Amplify Mobile Payments ETF
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Perennial Investment Advisors, LLC
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Main Street Group, LTD
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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Tortoise Investment Management, LLC
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NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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PFG Investments, LLC
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MRP Capital Investments, LLC
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Qrg Capital Management, Inc.
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
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Cooper Financial Group
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
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LPL Financial LLC
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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Liontrust Investment Partners LLP
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Meeder Advisory Services, Inc.
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Aviva Plc
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Financial Perspectives, Inc
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First Heartland Consultants, Inc.
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Concord Wealth Partners
|
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Price T Rowe Associates Inc /md/
|
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Chilton Investment Co Llc
|
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Ark Venture Fund
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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