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UniSuper Management Pty Ltd
|
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Amundi
|
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|
Diversified Trust Co
|
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|
Burling Wealth Partners, Llc
|
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|
Boston Private Wealth Llc
|
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|
Laurel Wealth Advisors LLC
|
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|
Gen-Wealth Partners Inc
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
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|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
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|
Promus Capital, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Payden & Rygel
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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ASR Vermogensbeheer N.V.
|
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|
Crawford Investment Counsel Inc
|
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First Hawaiian Bank
|
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Mirae Asset Global Investments Co., Ltd.
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Mitsubishi UFJ Trust & Banking Corp
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Chicago Partners Investment Group LLC
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|
Abn Amro Investment Solutions
|
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Cresset Asset Management, LLC
|
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Parallel Advisors, LLC
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|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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|
Ameriflex Group, Inc.
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Stratos Wealth Partners, LTD.
|
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Citigroup Inc
|
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
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Nicolet Advisory Services, Llc
|
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FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
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Farther Finance Advisors, LLC
|
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WealthTrak Capital Management LLC
|
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Moser Wealth Advisors, LLC
|
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Alta Fox Capital Management, Llc
|
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
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|
Sumitomo Life Insurance Co
|
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|
Mattson Financial Services, LLC
|
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|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
United Capital Financial Advisers, Llc
|
|
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|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
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|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
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Partners Group Holding AG
|
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OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
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Dark Forest Capital Management Lp
|
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CIBC World Markets Inc.
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
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|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
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|
Quantinno Capital Management LP
|
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|
Dakota Wealth Management
|
|
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|
Lighthouse Investment Partners, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
Heard Capital LLC
|
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|
Hemington Wealth Management
|
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|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
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|
Mount Lucas Management LP
|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
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|
Graypoint LLC
|
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|
TD Capital Management LLC
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
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|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
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|
Norges Bank
|
|
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Sterling Capital Management LLC
|
|
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|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
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|
Walled Lake Planning & Wealth Management, Llc
|
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|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Cannon Global Investment Management, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A)
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
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|
Nisa Investment Advisors, Llc
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Jfs Wealth Advisors, Llc
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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Capital World Investors
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
Robeco Institutional Asset Management B.V.
|
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Simplex Trading, Llc
|
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|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
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|
Principal Financial Group Inc
|
|
|
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|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Nomura Holdings Inc
|
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FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
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Northwest & Ethical Investments L.P.
|
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
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|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
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Golden State Wealth Management, LLC
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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ClearAlpha Technologies LP
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Invesco Ltd.
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Dogwood Wealth Management LLC
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
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|
Qrg Capital Management, Inc.
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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|
Vanguard Group Inc
|
|
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PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
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Victory Capital Management Inc
|
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|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
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|
Meridian Wealth Management, LLC
|
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Aries Wealth Management
|
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ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
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Oppenheimer Asset Management Inc.
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BRYN MAWR TRUST Co
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Twin Tree Management, LP
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Dorsey & Whitney Trust CO LLC
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FIL Ltd
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Engineers Gate Manager LP
|
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Point72 Europe (London) LLP
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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Acap Strategic Fund
|
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Loomis Sayles & Co L P
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Elevation Series Trust - RiverNorth Patriot ETF
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Morgan Stanley
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
ICONIQ Capital, LLC
|
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|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
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|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
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|
|
ArrowMark Colorado Holdings LLC
|
|
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|
Hm Payson & Co
|
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|
|
Aster Capital Management (DIFC) Ltd
|
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|
Bogart Wealth, LLC
|
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|
CoreCap Advisors, LLC
|
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Strs Ohio
|
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|
Crossmark Global Holdings, Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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Wolff Wiese Magana Llc
|
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|
Brown Advisory Inc
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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|
Edgestream Partners, L.P.
|
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Mn Services Vermogensbeheer B.V.
|
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|
Fjell Capital, LLC
|
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We Are One Seven, LLC
|
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Farringdon Capital, Ltd.
|
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
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FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
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|
Gilbert & Cook, Inc.
|
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|
Meketa Investment Group Inc /adv
|
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|
Skopos Labs, Inc.
|
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Whittier Trust Co
|
|
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|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
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|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
|
Eastern Bank
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
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|
|
Prudential Financial Inc
|
|
|
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|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Guardian Point Capital, Lp
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Grandeur Peak Global Advisors, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
John Hancock Financial Opportunities Fund
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Blue Whale Capital LLP
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Cat Rock Capital Management Lp
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
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Curated Wealth Partners LLC
|
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Omnia Family Wealth, LLC
|
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|
Bare Financial Services, Inc
|
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
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|
Covestor Ltd
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
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|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Fmr Llc
|
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|
Advisor Group Holdings, Inc.
|
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Curio Wealth, Llc
|
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Harbor Investment Advisory, Llc
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
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|
SummitTX Capital, L.P.
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Access Financial Services, Inc.
|
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|
Institute for Wealth Management, LLC.
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Leo Wealth, LLC
|
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|
Infrastructure Capital Advisors, Llc
|
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|
Mariner, LLC
|
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|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
JPL Wealth Management, LLC
|
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|
Mount Yale Investment Advisors, LLC
|
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|
UMA Financial Services, Inc.
|
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|
Coastal Bridge Advisors, LLC
|
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|
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|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
|
|
|
Sage Advisors, Llc
|
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|
NewEdge Wealth, LLC
|
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|
Kessler Investment Group, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
Rakuten Securities, Inc.
|
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|
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|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
Golden State Equity Partners
|
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|
Valeo Financial Advisors, LLC
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
Change Path, LLC
|
|
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|
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|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
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|
Mjp Associates Inc /adv
|
|
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|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Verition Fund Management LLC
|
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|
Agf Management Ltd
|
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Enclave Advisors LLC
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
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|
Thrivent Financial For Lutherans
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
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|
Inceptionr Llc
|
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|
StoneX Group Inc.
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
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|
Advent International Corp/ma
|
|
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|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
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|
D. E. Shaw & Co., Inc.
|
|
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|
APG Asset Management N.V.
|
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|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Primark Private Equity Investments Fund
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Maltese Capital Management Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Kintayl Capital LP
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Wellington Global Multi-Strategy Fund
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
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|
Dudley Capital Management, Llc
|
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|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Empowered Funds, LLC
|
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|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
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|
Pinnacle Associates Ltd
|
|
|
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|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
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|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
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|
Russell Investments Group, Ltd.
|
|
|
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|
Bokf, Na
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
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|
|
Brown, Lisle/cummings, Inc.
|
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|
Arizona State Retirement System
|
|
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|
|
Tcw Group Inc
|
|
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|
J.Safra Asset Management Corp
|
|
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Fiduciary Group LLC
|
|
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GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
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|
Nicholas Investment Partners, LP
|
|
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|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
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|
Triasima Portfolio Management inc.
|
|
|
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|
|
Colony Group, LLC
|
|
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|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
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|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
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|
|
Jefferies Financial Group Inc.
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|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Harbour Investments, Inc.
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|
|
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|
Rational Advisors Llc
|
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|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
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|
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|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
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|
Aviva Plc
|
|
|
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|
|
CVA Family Office, LLC
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
|
Wiley Bros.-aintree Capital, Llc
|
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|
|
|
|
Royce Value Trust Inc
|
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|
|
Fulcrum Capital LLC
|
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|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
|
Panagora Asset Management Inc
|
|
|
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|
|
Bank Of Montreal /can/
|
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|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
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|
Rossby Financial, LCC
|
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Northern Right Capital Management, L.P.
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
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|
|
JustInvest LLC
|
|
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|
|
Daiwa Securities Group Inc.
|
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|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
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|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
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|
|
Fiduciary Trust Co
|
|
|
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|
|
Northwestern Mutual Wealth Management Co
|
|
|
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|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
|
|
Janney Montgomery Scott LLC
|
|
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|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Vulcan Value Partners, LLC
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Formula Growth Ltd
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
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Eagle Global Advisors Llc
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Tritonpoint Wealth, Llc
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K2 Principal Fund, L.p.
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Allianz Asset Management GmbH
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Glenmede Trust Co Na
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Chilton Capital Management Llc
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Berry Wealth Group, LP
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Beverly Hills Private Wealth, LLC
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Vestmark Advisory Solutions, Inc.
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Asset Management One Co., Ltd.
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Partners Group Private Equity (master Fund), Llc
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Balyasny Asset Management Llc
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First Manhattan Co
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
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Pacer Advisors, Inc.
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Great Diamond Partners, LLC
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Brown Brothers Harriman & Co
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American National Bank
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
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Cubist Systematic Strategies, LLC
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Marshall & Sterling Wealth Advisors Inc.
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SEG Partners Long/Short Equity Fund
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Resona Asset Management Co.,Ltd.
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APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
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Belpointe Asset Management LLC
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Meeder Asset Management Inc
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Smartleaf Asset Management LLC
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EP Wealth Advisors, Inc.
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Stifel Financial Corp
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Tudor Investment Corp Et Al
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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Capital Investment Counsel, LLC
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Acadian Asset Management Llc
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John Hancock Hedged Equity & Income Fund
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Lindbrook Capital, Llc
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PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
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GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
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Genesee Capital Advisors, LLC
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Ag2r La Mondiale Gestion D'actifs
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
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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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Kestra Private Wealth Services, Llc
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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Capula Management Ltd
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Public Employees Retirement System Of Ohio
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Cincinnati Financial Corp
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
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Vicus Capital
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Sierra Ocean, Llc
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Highline Wealth Partners Llc
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
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LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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Royal London Asset Management Ltd
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Ostrum Asset Management
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
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Coldstream Capital Management Inc
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TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
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VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
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Wealthcare Advisory Partners LLC
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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AdvisorNet Financial, Inc
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
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DnB Asset Management AS
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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Hartford Financial Management Inc.
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
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Fulcrum Asset Management LLP
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Manufacturers Life Insurance Company, The
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MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
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Atlantic Trust, LLC
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WPG Advisers, LLC
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Chesley Taft & Associates LLC
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DecisionPoint Financial, LLC
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BI Asset Management Fondsmaeglerselskab A/S
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Naples Global Advisors, Llc
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Korea Investment CORP
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GeoWealth Management, LLC
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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Massmutual Trust Co Fsb/adv
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Geneos Wealth Management Inc.
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Plante Moran Financial Advisors, LLC
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Allworth Financial LP
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American Century Companies Inc
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Polymer Capital Management (US) LLC
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Shell Asset Management Co
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
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E. Ohman J:or Asset Management AB
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Truist Financial Corp
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Trifecta Capital Advisors, LLC
|
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Creative Planning
|
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Larson Financial Group LLC
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
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Cibc World Markets Corp
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
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