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Napa Wealth Management
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
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|
Sheets Smith Wealth Management
|
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
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|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
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|
Cim, Llc
|
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|
Robeco Institutional Asset Management B.V.
|
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|
1620 Investment Advisors, Inc.
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|
Covestor Ltd
|
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|
WealthPLAN Partners, LLC
|
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|
Sands Capital Management, Llc
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
MetLife Investment Management, LLC
|
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|
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|
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6
|
|
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|
Rehmann Capital Advisory Group
|
|
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|
Avion Wealth
|
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|
Alpine Bank Wealth Management
|
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|
Fred Alger Management, Llc
|
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|
Painted Porch Advisors LLC
|
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|
Tremblant Capital Group
|
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|
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
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|
BBR ALO Fund, LLC
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
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|
Arrowstreet Capital, Limited Partnership
|
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|
|
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|
Versant Capital Management, Inc
|
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|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
|
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FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
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|
Creekmur Asset Management LLC
|
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|
Parnassus Investments /ca
|
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DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
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Consolidated Press International Holdings Ltd
|
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|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
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|
Lynch Asset Management, Inc.
|
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|
Murphy & Mullick Capital Management Corp
|
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Advisory Resource Group
|
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CIBC Asset Management Inc
|
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Gabelli Multimedia Trust Inc.
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
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|
Intellectus Partners, LLC
|
|
|
|
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|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
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|
Evercore Wealth Management, LLC
|
|
|
|
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|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
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|
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
|
|
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
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|
|
Pathstone Holdings, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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|
Centaurus Financial, Inc.
|
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FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
Greenbrier Partners Capital Management, LLC
|
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|
Numerai GP LLC
|
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|
Gryphon Financial Partners LLC
|
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|
Whalen Wealth Management Inc.
|
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|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
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|
Sigma Planning Corp
|
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|
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class
|
|
|
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Us Bancorp \de\
|
|
|
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|
Squarepoint Ops LLC
|
|
|
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|
|
Financially Speaking Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
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|
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
|
|
|
|
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|
Mission Wealth Management, Lp
|
|
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|
Kings Path Partners LLC
|
|
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|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
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|
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|
Northwestern Mutual Wealth Management Co
|
|
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|
Cheviot Value Management, LLC
|
|
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|
LPL Financial LLC
|
|
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|
|
Opal Wealth Advisors, LLC
|
|
|
|
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|
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
VCSOX - VALIC Co I - International Socially Responsible Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Long Walk Management Lp
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
One Madison Group Llc
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
MSA Advisors, LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
EXUS - Macquarie ETF Trust - Macquarie Focused International Core ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - MFS Research International Portfolio Class A
|
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|
MGLBX - Marsico Investment Fund - Marsico Global Fund
|
|
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|
Ewa, Llc
|
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Cranbrook Wealth Management, LLC
|
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|
Balboa Wealth Partners
|
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|
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|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
Chilton Capital Management Llc
|
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|
Mpwm Advisory Solutions, Llc
|
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Sig Brokerage, Lp
|
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FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
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|
NewSquare Capital LLC
|
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|
Drive Wealth Management, Llc
|
|
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|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class
|
|
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|
Parallel Advisors, LLC
|
|
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|
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Evergreen Private Wealth LLC
|
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NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
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|
Hsbc Holdings Plc
|
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WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class
|
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|
Tower Research Capital LLC (TRC)
|
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Gabelli Funds Llc
|
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Banque Pictet & Cie Sa
|
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Aprio Wealth Management, LLC
|
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Front Row Advisors LLC
|
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Massachusetts Financial Services Co /ma/
|
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Principal Securities, Inc.
|
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Bogart Wealth, LLC
|
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LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
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Privium Fund Management B.V.
|
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GHP Investment Advisors, Inc.
|
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Clear Street Markets Llc
|
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BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
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|
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares
|
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|
Rathbone Brothers plc
|
|
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|
Huntington National Bank
|
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
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C M Bidwell & Associates Ltd
|
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|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Northside Capital Management, LLC
|
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Institute for Wealth Management, LLC.
|
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|
Midwest Trust Co
|
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Coldstream Capital Management Inc
|
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WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N
|
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|
Freestone Capital Holdings, LLC
|
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|
Meadow Creek Wealth Advisors Llc
|
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|
Alps Advisors Inc
|
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|
AlTi Global, Inc.
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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|
Optas, LLC
|
|
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Congress Wealth Management LLC / DE /
|
|
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JNL SERIES TRUST - JNL/Vanguard International Fund (A)
|
|
|
|
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|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
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Price T Rowe Associates Inc /md/
|
|
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|
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
|
|
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Trivest Advisors Ltd
|
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CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
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|
QTR Family Wealth, LLC
|
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FDNI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones International Internet ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
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|
NewEdge Wealth, LLC
|
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|
Panagora Asset Management Inc
|
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|
Oak Thistle LLC
|
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|
Ancora Advisors, LLC
|
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|
Key FInancial Inc
|
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|
HFM Investment Advisors, LLC
|
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|
State of Tennessee, Treasury Department
|
|
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|
Compass Wealth Management, LLC/GA
|
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Flagship Harbor Advisors, Llc
|
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Joel Isaacson & Co., LLC
|
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Assenagon Asset Management S.A.
|
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|
Meitav Dash Investments Ltd
|
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|
Schonfeld Strategic Advisors LLC
|
|
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|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
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|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
|
|
|
|
|
|
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Rivermont Capital Management LP
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Spark Investment Management LLC
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Sycale Advisors (NY) LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Totem Point Management, LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6
|
|
|
|
|
|
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Technology Crossover Management XI, Ltd.
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Mane Global Capital Management Lp
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Auxano Advisors, LLC
|
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|
SBI Securities Co., Ltd.
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
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|
|
BSW Wealth Partners
|
|
|
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|
|
Engineers Gate Manager LP
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
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|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
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|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
FDx Advisors, Inc.
|
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|
|
|
|
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class
|
|
|
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|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
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|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
|
|
|
|
|
|
Bridgewater Associates, LP
|
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|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
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|
GFG Capital, LLC
|
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|
Moore Capital Management, Lp
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
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Contravisory Investment Management, Inc.
|
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FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund
|
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|
Voya Prime Rate Trust
|
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Addison Capital Co
|
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Kinetic Partners Management, LP
|
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Granite Group Advisors, LLC
|
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Natixis Advisors, L.p.
|
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BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund
|
|
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|
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|
Resona Asset Management Co.,Ltd.
|
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Rsm Us Wealth Management Llc
|
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EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF
|
|
|
|
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|
Mv Capital Management, Inc.
|
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DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y
|
|
|
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|
Colonial River Wealth Management, LLC
|
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LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI
|
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|
Left Brain Wealth Management, LLC
|
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|
Aureus Asset Management, LLC
|
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Werba Rubin Papier Wealth Management
|
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|
New York State Teachers Retirement System
|
|
|
|
|
|
Barrier Capital Management, LLC
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
Mmbg Investment Advisors Co.
|
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USS Investment Management Ltd
|
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|
Knights of Columbus Asset Advisors LLC
|
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Toroso Investments, LLC
|
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|
Nia Impact Advisors, Llc
|
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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|
Sherman Asset Management, Inc.
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
Picton Mahoney Asset Management
|
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Harbor Investment Advisory, Llc
|
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Kurv ETF Trust - Kurv Technology Titans Select ETF
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I
|
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|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Fernbridge Capital Management Lp
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
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|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core International Equity Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
|
|
|
|
|
|
PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Connective Capital Management, LLC
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
Oberweis Asset Management Inc/
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF
|
|
|
|
|
|
POIIX - FundVantage Trust - Polen International Growth Fund Institutional Class
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Keystone Investors Pte Ltd
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
MUSQ - EXCHANGE TRADED CONCEPTS TRUST - MUSQ Global Music Industry ETF
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Coatue Management Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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Atria Wealth Solutions, Inc.
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Sound Income Strategies, LLC
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Binnacle Investments Inc
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Police & Firemen's Retirement System of New Jersey
|
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Perpetual Ltd
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Creative Capital Management Investments LLC
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YANKCOM Partnership
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JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
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City Center Advisors, LLC
|
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PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund
|
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|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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Park National Corp /oh/
|
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Investment Management Corp of Ontario
|
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Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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Atlantic Trust, LLC
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CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
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AustralianSuper Pty Ltd
|
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PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
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Checchi Capital Advisers, LLC
|
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RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
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Activest Wealth Management
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Markel Corp
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Symphony Financial, Ltd. Co.
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
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Nicholas Investment Partners, LP
|
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Mark Sheptoff Financial Planning, Llc
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Foster Group, Inc.
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State Board Of Administration Of Florida Retirement System
|
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Andra AP-fonden
|
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Nisa Investment Advisors, Llc
|
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FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
|
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|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
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TD Capital Management LLC
|
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Zurich Insurance Group Ltd/FI
|
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class
|
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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Fedenia Advisers LLC
|
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Fairfield Financial Advisors, LTD
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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Dai-Ichi Life Insurance Company, Ltd
|
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BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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New Millennium Group LLC
|
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Jackson Square Capital, Llc
|
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NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
|
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Legal & General Group Plc
|
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Caz Investments Lp
|
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Moors & Cabot, Inc.
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Dimension Capital Management Llc
|
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Marshall & Sterling Wealth Advisors Inc.
|
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North Ridge Wealth Advisors, Inc.
|
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EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
|
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OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Styrax Capital, LP
|
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|
Savvy Advisors, Inc.
|
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Jump Financial, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6
|
|
|
|
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|
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF
|
|
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|
Pinnacle Wealth Management, LLC
|
|
|
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|
Raiffeisen Bank International AG
|
|
|
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
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|
Tsfg, Llc
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
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|
|
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
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|
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional
|
|
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
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|
Hodges Capital Management Inc.
|
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XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF
|
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|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
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|
Ameriprise Financial Inc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
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|
Eastern Bank
|
|
|
|
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|
Wcm Investment Management, Llc
|
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|
Armistice Capital, Llc
|
|
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
SRS Investment Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Aequim Alternative Investments LP
|
|
|
|
|
|
Coatue Innovative Strategies Fund
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
OND - PROSHARES TRUST - ProShares On-Demand ETF ProShare On-Demand ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Anthracite Investment Company, Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
EWD - iShares, Inc. - iShares MSCI Sweden ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2
|
|
|
|
|
|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
|
|
|
|
|
VAIGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select International Growth Fund Admiral Shares
|
|
|
|
|
|
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
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|
Accent Capital Management, LLC
|
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|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
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|
Aviso Financial Inc.
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund
|
|
|
|
|
|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
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West Oak Capital, LLC
|
|
|
|
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|
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
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|
|
|
|
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
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|
CENTRAL TRUST Co
|
|
|
|
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|
Carnegie Capital Asset Management, LLC
|
|
|
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SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund
|
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|
Magnus Financial Group LLC
|
|
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Capital World Investors
|
|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
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|
Alta Park Capital, LP
|
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Stratos Wealth Partners, LTD.
|
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Dnca Finance
|
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|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
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|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
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Freemont Management S.A.
|
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BOCHK Asset Management Ltd
|
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TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
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|
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
|
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares
|
|
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|
Summit Financial, LLC
|
|
|
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|
|
Sei Investments Co
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
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|
|
BGPFX - BAILLIE GIFFORD FUNDS - Baillie Gifford Developed EAFE All Cap Fund Class 3
|
|
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|
Winton Capital Group Ltd
|
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|
Summit Trail Advisors, Llc
|
|
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|
|
K.J. Harrison & Partners Inc
|
|
|
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|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2
|
|
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|
|
|
Tru Independence Asset Management 2, Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Paradice Investment Management LLC
|
|
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|
|
Swedbank AB
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
|
|
|
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - International Growth Portfolio Class P
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
NMIEX - Northern Funds - Active M International Equity Fund
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Robotti Robert
|
|
|
|
|
|
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
|
|
|
|
|
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco International Growth Fund (a)
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Klp Kapitalforvaltning As
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Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
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Marsico Capital Management Llc
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CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A
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OFIGX - OBERWEIS FUNDS - Oberweis Focused International Growth Fund
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BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
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IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF
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Parkside Financial Bank & Trust
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IFP Advisors, Inc
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CIBC Private Wealth Group, LLC
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American Capital Advisory, LLC
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Rialto Wealth Management, LLC
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West Michigan Advisors, Llc
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MIOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Opportunity Portfolio Class I
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Zweig-DiMenna Associates LLC
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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California State Teachers Retirement System
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
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Td Asset Management Inc
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BPTRX - BARON SELECT FUNDS - Baron Partners Fund
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FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
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Advanced Series Trust - Ast International Growth Portfolio
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Westover Capital Advisors, LLC
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JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
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Great Valley Advisor Group, Inc.
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PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P
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FACT Capital, LP
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Carr Financial Group Corp
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Stony Point Capital LLC
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SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F
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Raymond James Financial Inc
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FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
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Westfield Capital Management Co Lp
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Fullerton Fund Management Co Ltd
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Berkshire Capital Holdings Inc
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Northern Trust Corp
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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Beacon Pointe Advisors, LLC
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Berger Financial Group, Inc
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Calamos Global Total Return Fund
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Voya Investment Management Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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Greenleaf Trust
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Triasima Portfolio Management inc.
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
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Moran Wealth Management, LLC
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Barrett & Company, Inc.
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Meyer Handelman Co
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
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AlphaCore Capital LLC
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Pinnacle Associates Ltd
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State of Wyoming
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Kestra Investment Management, LLC
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Avalon Trust Co
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Legacy Capital Group California, Inc.
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Inscription Capital, LLC
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LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
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Brown Brothers Harriman & Co
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GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
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Quarry LP
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SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
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Zevenbergen Capital Investments Llc
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State Of Wisconsin Investment Board
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Sandy Cove Advisors, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
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Menard Financial Group LLC
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Investment Research & Advisory Group, Inc.
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MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Stifel Financial Corp
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Victory Capital Management Inc
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Bnp Paribas Arbitrage, Sa
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Fulcrum Equity Management
|
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Crossmark Global Holdings, Inc.
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Ingalls & Snyder Llc
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Sivia Capital Partners, LLC
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Capital International Ltd /ca/
|
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Eaton Vance Enhanced Equity Income Fund
|
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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Two Sigma Advisers, Lp
|
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Mitchell Capital Management Co
|
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FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
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ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
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Washington Trust Advisors, Inc.
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Atala Financial Inc
|
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Grantham, Mayo, Van Otterloo & Co. LLC
|
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Hoertkorn Richard Charles
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
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Summit Place Financial Advisors, LLC
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
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|
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
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|
Varma Mutual Pension Insurance Co
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Emmett Investment Management, LP
|
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I)
|
|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
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|
|
Oribel Capital Management, LP
|
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|
|
Dynamic Advisor Solutions LLC
|
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|
|
David J Yvars Group
|
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|
VGI Partners Ltd
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
|
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
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|
|
WealthTrak Capital Management LLC
|
|
|
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|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
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|
LGT Fund Management Co Ltd.
|
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HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
|
|
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|
Gateway Investment Advisers Llc
|
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|
Beach Investment Counsel Inc/pa
|
|
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|
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
|
|
|
VCINX - VALIC Co I - International Growth Fund
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
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|
|
|
Crowley Wealth Management, Inc.
|
|
|
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|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
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|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
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|
|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV
|
|
|
|
|
|
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T
|
|
|
|
|
|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
|
|
|
|
|
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian International Value VIP Fund
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Pembroke Management, LTD
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
CGIE - Capital Group International Equity ETF - Capital Group International Equity ETF Share Class
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Bosman Wealth Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian International Growth VIP Fund
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A
|
|
|
|
|
|
Scge Management, L.p.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Little House Capital Llc
|
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|
|
|
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
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|
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
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|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
jvl associates llc
|
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|
|
Handelsbanken Fonder AB
|
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CAPROCK Group, Inc.
|
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Simon Quick Advisors, Llc
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
Shellback Capital, LP
|
|
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|
LITMAN GREGORY FUNDS TRUST - Polen Capital International Growth ETF
|
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|
|
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|
Independent Solutions Wealth Management, LLC
|
|
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Jupiter Asset Management Ltd
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
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|
Hampton Road Capital Management LP
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Oddo Bhf Asset Management Sas
|
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Warren Averett Asset Management, LLC
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Generali Investments CEE, investicni spolecnost, a.s.
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Y.D. More Investments Ltd
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Clear Creek Financial Management, LLC
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Future Fund LLC
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Quadcap Wealth Management, LLC
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Lindbrook Capital, Llc
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Brookwood Investment Group LLC
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Lord, Abbett & Co. Llc
|
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Clean Yield Group
|
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DnB Asset Management AS
|
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Pinnacle Bancorp, Inc.
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DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF
|
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Wells Fargo & Company/mn
|
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Dark Forest Capital Management Lp
|
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Huntleigh Advisors, Inc.
|
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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|
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
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|
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
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|
Once Capital Management, LLC
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|
Rational Advisors Llc
|
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Goldstream Capital Management Ltd
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
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|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
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|
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund
|
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|
Bellevue Asset Management, Llc
|
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Delta Global Management LP
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|
Pinnbrook Capital Management Lp
|
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|
Financial Gravity Companies, Inc.
|
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|
Armis Advisers, LLC
|
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|
Samalin Investment Counsel, LLC
|
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|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
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|
Element Pointe Advisors, Llc
|
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|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
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|
Alaethes Wealth LLC
|
|
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|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
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|
Fiera Capital Corp
|
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
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|
|
D.a. Davidson & Co.
|
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|
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|
Pictet Asset Management Holding SA
|
|
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|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
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|
Longboard Asset Management, LP
|
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|
|
Citizens Financial Group Inc/ri
|
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|
Capital Group Private Client Services, Inc.
|
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|
Clearbridge Investments, LLC
|
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|
Allen Capital Group, LLC
|
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|
S&t Bank/pa
|
|
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|
|
Dunhill Financial, LLC
|
|
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|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
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|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
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|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares
|
|
|
|
|
|
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Riposte Capital Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
Proem Advisors LLC
|
|
|
|
|
|
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
Del-Sette Capital Management, LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
TB Alternative Assets Ltd.
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Avala Global LP
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
|
|
|
|
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
NOINX - Northern Funds - Northern International Equity Index Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Hudson Way Capital Management LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
FNORX - FIDELITY INVESTMENT TRUST - Fidelity Nordic Fund
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Hyperion Asset Management Ltd
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Exane Asset Management
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
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Deutsche Bank Ag\
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Country Trust Bank
|
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Kilter Group LLC
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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|
Paragon Private Wealth Management, LLC
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|
Coronation Fund Managers Ltd.
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J. Goldman & Co LP
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DSG Capital Advisors, LLC
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Point72 Italy, S.r.l.
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Brown, Lisle/cummings, Inc.
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Steadview Capital Management LLC
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Your Advocates Ltd., LLP
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
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|
Tidemark, LLC
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|
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional
|
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|
Citigroup Inc
|
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|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
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|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
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|
Cache Advisors, LLC
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SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
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Harvest Fund Management Co., Ltd
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Aviva Plc
|
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Night Owl Capital Management, LLC
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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Wolverine Trading, Llc
|
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Whittier Trust Co Of Nevada Inc
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Bbr Partners, Llc
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Meeder Asset Management Inc
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1832 Asset Management L.P.
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DT Investment Partners, LLC
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Park Avenue Securities Llc
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BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
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|
Centerpoint Advisors, LLC
|
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Retirement Systems of Alabama
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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Kovitz Investment Group Partners, LLC
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Cresset Asset Management, LLC
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Barclays Plc
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Paradigm Financial Partners, Llc
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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VCIEX - VALIC Co I - International Equities Index Fund
|
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Estate Counselors, LLC
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Gs Investments, Inc.
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Hancock Whitney Corp
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Lido Advisors, LLC
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Ethic Inc.
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Synovus Financial Corp
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Park Square Financial Group, LLC
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FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
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|
Point72 (DIFC) Ltd
|
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|
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service
|
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|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
ICONIQ Capital, LLC
|
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|
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF
|
|
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|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Fiduciary Trust Co
|
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State Street Corp
|
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|
Nova Wealth Management, Inc.
|
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|
Forsta Ap-fonden
|
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|
Carolina Wealth Advisors, LLC
|
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|
Legacy Investment Solutions, LLC
|
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|
Illinois Municipal Retirement Fund
|
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|
Baader Bank INC
|
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|
Van Eck Associates Corp
|
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|
Hemington Wealth Management
|
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|
Wesbanco Bank Inc
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
Symmetry Peak Management Llc
|
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
Fifth Third Bancorp
|
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|
Rheos Capital Works Inc.
|
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|
Syon Capital Llc
|
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|
Sentry LLC
|
|
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|
Gunderson Capital Management Inc.
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
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|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
|
|
|
|
|
|
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
BlackRock Innovation & Growth Trust
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
GIIYX - GuideStone Funds - International Equity Index Fund Institutional
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
BGPTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Developed EAFE All Cap Fund Class 2
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF
|
|
|
|
|
|
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
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|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
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|
|
GM Advisory Group, Inc.
|
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|
|
Wealth Alliance
|
|
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Millennium Management Llc
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
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|
|
DAINX - Dunham Funds - Dunham International Stock Fund Class A
|
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|
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|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
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|
Root Financial Partners, LLC
|
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|
FourThought Financial Partners, LLC
|
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|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
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|
Science & Technology Partners, L.P.
|
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|
Eqis Capital Management, Inc.
|
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Schroder Investment Management Group
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Rokos Capital Management LLP
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Salem Investment Counselors Inc
|
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|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Goldman Sachs Group Inc
|
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Chicago Capital, LLC
|
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FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund
|
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GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
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ARK Investment Management LLC
|
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SOCL - Global X Funds - Global X Social Media ETF
|
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|
BlackRock Science & Technology Trust II
|
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|
European Equity Fund, Inc / Md
|
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Canopy Partners, LLC
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
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|
Aspen Grove Capital, LLC
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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|
First Horizon Advisors, Inc.
|
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Westshore Wealth, LLC
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Richardson Financial Services Inc.
|
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Sound View Wealth Advisors Group, LLC
|
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First Affirmative Financial Network
|
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Moloney Securities Asset Management, LLC
|
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Albion Financial Group /ut
|
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NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
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Agf Management Ltd
|
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|
REAP Financial Group, LLC
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Brighton Jones Llc
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WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N
|
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|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
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|
Macquarie Group Ltd
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
Centerpoint Advisory Group
|
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|
Interval Partners, LP
|
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Kessler Investment Group, LLC
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GQG Partners LLC
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TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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Clarius Group, LLC
|
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Tiger Global Management Llc
|
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Northwest & Ethical Investments L.P.
|
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Trust Co
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
Royal London Asset Management Ltd
|
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STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
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Tevis Investment Management
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
Nemes Rush Group LLC
|
|
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|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
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|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class
|
|
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|
|
Noble Wealth Management PBC
|
|
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|
Accurate Wealth Management, LLC
|
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|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
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|
Virtue Capital Management, LLC
|
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|
SWAN Capital LLC
|
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|
Austin Asset Management Co Inc
|
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|
Northeast Investment Management
|
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|
DCF Advisers, LLC
|
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|
Stance Capital Llc
|
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|
Cetera Investment Advisers
|
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|
Jefferies Financial Group Inc.
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
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|
|
Vista Wealth Management Group, LLC
|
|
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|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
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|
|
Interchange Capital Partners, LLC
|
|
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|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
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|
Aubrey Capital Management Ltd
|
|
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|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Capital Analysts, Inc.
|
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|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I
|
|
|
|
|
|
PENN SERIES FUNDS INC - Developed International Index Fund
|
|
|
|
|
|
Maplelane Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bwcp, Lp
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
WT Asset Management Ltd
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
OAIEX - Optimum Fund Trust - Optimum International Fund Class A
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Square Peg Capital Pty Ltd
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class
|
|
|
|
|
|
Xn Lp
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
Greycroft LP
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
BTLSX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Concentrated Growth Equities Fund Institutional Class
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
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GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
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NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
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ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
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Genesis Private Wealth, Llc
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Halbert Hargrove Global Advisors, Llc
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
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WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares
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Los Angeles Capital Management Llc
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MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class
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Evoke Wealth, Llc
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Wood Tarver Financial Group, LLC
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Strategic Wealth Partners, Ltd.
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MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I
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SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1
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Golden State Equity Partners
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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Parallax Volatility Advisers, L.P.
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Continuum Advisory, LLC
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Alpha Family Trust
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State Of Michigan Retirement System
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CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
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SJS Investment Consulting Inc.
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NorthRock Partners, LLC
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Next Century Growth Investors Llc
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Regions Financial Corp
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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Circle Wealth Management, LLC
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AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
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APG Asset Management N.V.
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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EFA - iSHARES TRUST - iShares MSCI EAFE ETF
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Inlight Wealth Management, LLC
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Putney Financial Group LLC
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Sora Investors Llc
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Gabelli Equity Trust Inc
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
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FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
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Ossiam
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y
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Charles Schwab Investment Management Inc
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Covenant Asset Management, LLC
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Gladstone Institutional Advisory LLC
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Integrated Wealth Concepts LLC
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Aaron Wealth Advisors LLC
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Glenview Trust Co
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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Smallwood Wealth Investment Management, LLC
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AXS Investments LLC
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HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia
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FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
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JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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JustInvest LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
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CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares
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Itau Unibanco Holding S.A.
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MONTX - MONETTA TRUST - Monetta Fund
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WGISX - WASATCH FUNDS TRUST - Wasatch International Select Fund Institutional Class Shares
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ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
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Financial Network Wealth Advisors LLC
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BNP Paribas Asset Management Holding S.A.
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Katamaran Capital LLP
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Private Trust Co Na
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Victory Financial Group, Llc
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Custom Index Systems, Llc
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IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Vestcor Inc
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Chicago Partners Investment Group LLC
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Morgens Waterfall Vintiadis & Co Inc
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Cathy Pareto & Associates, Inc
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FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
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SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
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IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
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Qube Research & Technologies Ltd
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OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
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Gavilan Investment Partners LLC
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Verdence Capital Advisors LLC
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Dorsey & Whitney Trust CO LLC
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Stephens Inc /ar/
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Public Sector Pension Investment Board
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JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
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Thoroughbred Financial Services, Llc
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
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VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
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CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
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Blackrock Science & Technology Trust
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FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
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Scopus Asset Management, L.p.
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Proficio Capital Partners LLC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
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Camden Capital, LLC
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KPS Global Asset Management UK Ltd
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Boothbay Fund Management, Llc
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Rothschild Investment Llc
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NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class
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Norden Group Llc
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
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Sagespring Wealth Partners, Llc
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Resonant Capital Advisors, LLC
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Annex Advisory Services, LLC
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Two Sigma Securities, Llc
|
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Insight Holdings Group, LLC
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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LMR Partners LLP
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CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF
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DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF
|
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Malaga Cove Capital, LLC
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Gilbert & Cook, Inc.
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