|
Keybank National Association/oh
|
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|
Values First Advisors, Inc.
|
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First Commonwealth Financial Corp /pa/
|
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|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
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|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
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|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
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BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
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|
Northwestern Mutual Wealth Management Co
|
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Vestmark Advisory Solutions, Inc.
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Crossmark Global Holdings, Inc.
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Acap Strategic Fund
|
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Financial Perspectives, Inc
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JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
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Blair William & Co/il
|
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Victory Capital Management Inc
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Retirement Wealth Solutions LLC
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Qube Research & Technologies Ltd
|
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JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
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Trifecta Capital Advisors, LLC
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Morgan Stanley
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Holocene Advisors, LP
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Ieq Capital, Llc
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NEOS Investment Management LLC
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Truvestments Capital Llc
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BlackRock ETF Trust - BlackRock Future Health ETF
|
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|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
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FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
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Ridgewood Investments LLC
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Clough Capital Partners L P
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TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
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Main Management ETF Advisors, LLC
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
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Transatlantique Private Wealth Llc
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Custom Index Systems, Llc
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Daiwa Securities Group Inc.
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Jones Financial Companies Lllp
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Goldman Sachs Group Inc
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Bank Of Montreal /can/
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Yorktown Management & Research Co Inc
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Lord, Abbett & Co. Llc
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Two Sigma Advisers, Lp
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Abound Wealth Management
|
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Summit Partners Public Asset Management, Llc
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CenterBook Partners LP
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GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
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EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
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Cornerstone Planning Group LLC
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Hartland & Co., LLC
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Moore Capital Management, Lp
|
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Allianz Asset Management GmbH
|
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VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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|
Squarepoint Ops LLC
|
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Us Bancorp \de\
|
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Resources Investment Advisors, LLC.
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Royal Bank Of Canada
|
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BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund
|
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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Park Place Capital Corp
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Franklin Resources Inc
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Optiver Holding B.V.
|
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Nicholas Investment Partners, LP
|
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Parallel Advisors, LLC
|
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|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Legal & General Group Plc
|
|
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|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
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|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
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|
Ci Investments Inc.
|
|
|
|
|
|
PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF
|
|
|
|
|
|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
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|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
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|
|
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares
|
|
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|
|
|
True Wealth Design, LLC
|
|
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|
|
Hudson Bay Capital Management LP
|
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|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
|
Aqr Capital Management Llc
|
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|
LPL Financial LLC
|
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|
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares
|
|
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|
Deutsche Bank Ag\
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Soleus Capital Management, L.P.
|
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|
Marshall Wace, Llp
|
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|
|
IFP Advisors, Inc
|
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|
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|
|
Mercer Global Advisors Inc /adv
|
|
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|
|
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
|
|
|
|
|
Orbimed Advisors Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Rtw Investments, Lp
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF -
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Tri Locum Partners LP
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Diadema Partners Lp
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
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|
Stephenson National Bank & Trust
|
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|
Saturn V Capital Management LLC
|
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|
Prestige Wealth Management Group LLC
|
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|
Hantz Financial Services, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
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|
Advisor Group Holdings, Inc.
|
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|
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|
Parkside Financial Bank & Trust
|
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|
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|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
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|
|
HighTower Advisors, LLC
|
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|
Great Valley Advisor Group, Inc.
|
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|
Versant Capital Management, Inc
|
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|
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
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|
Standard Life Aberdeen plc
|
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|
Brinker Capital Investments, LLC
|
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|
PFM Health Sciences, LP
|
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|
Portside Wealth Group, LLC
|
|
|
|
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|
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I
|
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|
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|
SIH Partners, LLLP
|
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|
First Horizon Advisors, Inc.
|
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Park Avenue Securities Llc
|
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Fiera Capital Corp
|
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|
Cambridge Investment Research Advisors, Inc.
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
|
|
|
|
|
FBTAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Biotechnology Fund Class A
|
|
|
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|
Accent Capital Management, LLC
|
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|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
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|
Skopos Labs, Inc.
|
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|
|
UBS Group AG
|
|
|
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|
Principal Financial Group Inc
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
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Colony Group, LLC
|
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|
BlackRock, Inc.
|
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Harbour Investments, Inc.
|
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BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Eagle Health Investments LP
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
|
|
|
Amundi
|
|
|
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|
Pitcairn Co
|
|
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|
Natixis Advisors, L.p.
|
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Wiley Bros.-aintree Capital, Llc
|
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|
Oddo Bhf Asset Management Sas
|
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|
ADAR1 Capital Management, LLC
|
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|
Alyeska Investment Group, L.P.
|
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|
Aigen Investment Management, Lp
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
|
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
|
|
|
|
|
|
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A
|
|
|
|
|
|
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
AWM Investment Company, Inc.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
First Turn Management, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Rock Springs Capital Management LP
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
BIT Capital GmbH
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
|
|
|
|
|
Avoro Capital Advisors LLC
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Checkpoint Capital L.P.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Baker Bros. Advisors Lp
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
|
|
|
|
|
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
Patient Square Capital LP
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A
|
|
|
|
|
|
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
QVT Financial LP
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
SALT Holding Corp.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
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|
Compass Financial Services Inc
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
Acuta Capital Partners, Llc
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
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|
Citadel Advisors Llc
|
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|
Bank of New York Mellon Corp
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
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|
National Bank Of Canada /fi/
|
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|
Lindbrook Capital, Llc
|
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XY Capital Ltd
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O'shaughnessy Asset Management, Llc
|
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VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
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Yousif Capital Management, Llc
|
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Keudell/Morrison Wealth Management
|
|
|
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|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Cerity Partners LLC
|
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|
|
|
Driehaus Capital Management Llc
|
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|
Aaron Wealth Advisors LLC
|
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|
CAPROCK Group, Inc.
|
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|
Moody Aldrich Partners Llc
|
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|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
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|
Bellevue Group AG
|
|
|
|
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|
Polar Asset Management Partners Inc.
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
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|
Rakuten Securities, Inc.
|
|
|
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|
Tower Research Capital LLC (TRC)
|
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|
SBI Securities Co., Ltd.
|
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|
Balyasny Asset Management Llc
|
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|
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|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
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|
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|
Bamco Inc /ny/
|
|
|
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|
Voya Investment Management Llc
|
|
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|
Campbell & CO Investment Adviser LLC
|
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|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
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|
Candriam Luxembourg S.C.A.
|
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Pictet Asset Management Holding SA
|
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Wellington Management Group Llp
|
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Tema Etfs Llc
|
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Gilder Gagnon Howe & Co Llc
|
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|
J.Safra Asset Management Corp
|
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|
Wetherby Asset Management Inc
|
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|
ANTIPODES PARTNERS Ltd
|
|
|
|
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|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
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|
|
Mariner, LLC
|
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|
|
Virtu Financial LLC
|
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|
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|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Artia Global Partners LP
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
Profunds - Profund Vp Europe 30
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
|
|
|
|
|
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I
|
|
|
|
|
|
Nan Fung Group Holdings Ltd
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A
|
|
|
|
|
|
UEPIX - Profunds - Europe 30 Profund Investor Class
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Evolutionary Tree Capital Management, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Iron Triangle Partners LP
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
|
|
|
|
|
Braidwell Lp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Tekla Life Sciences Investors
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Prosight Management, LP
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
IBRN - iSHARES TRUST - iShares Neuroscience and Healthcare ETF
|
|
|
|
|
|
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
|
|
|
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AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
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CI Private Wealth, LLC
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JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
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PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund
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SRS Capital Advisors, Inc.
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TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Chilton Capital Management Llc
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SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
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Ancora Advisors, LLC
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Townsquare Capital Llc
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Huntington National Bank
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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We Are One Seven, LLC
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KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
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IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF
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Hsbc Holdings Plc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
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FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares
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Atomi Financial Group, Inc.
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Vise Technologies, Inc.
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T. Rowe Price Investment Management, Inc.
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Quadrant Capital Group Llc
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Bank Of America Corp /de/
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Cynosure Management, Llc
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HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
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AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
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FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
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Abc Arbitrage Sa
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JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
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CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
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JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
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Mirabella Financial Services Llp
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
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Smithfield Trust Co
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LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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