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TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
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Jones Financial Companies Lllp
|
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Fullerton Fund Management Co Ltd
|
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Glenmede Trust Co Na
|
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Royal London Asset Management Ltd
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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Johnson Financial Group, Inc.
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Kera Capital Partners, Inc.
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FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
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Susquehanna Portfolio Strategies, LLC
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NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A
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Soma Equity Partners Lp
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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Commerce Bank
|
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Metis Global Partners, LLC
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Awm Capital, Llc
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Vestmark Advisory Solutions, Inc.
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Harwood Advisory Group, LLC
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Bank Of Montreal /can/
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RDST Capital LLC
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FIL Ltd
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
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Hantz Financial Services, Inc.
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Kcm Investment Advisors Llc
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AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
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Benjamin Edwards Inc
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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Credit Agricole S A
|
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XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
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LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
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TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
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Pilgrim Partners Asia Pte Ltd
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Banque Pictet & Cie Sa
|
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Linden Thomas Advisory Services, LLC
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
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Linden Advisors Lp
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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Element Pointe Advisors, Llc
|
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MAI Capital Management
|
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IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
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PACIFIC SELECT FUND - Technology Portfolio Class I
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Allworth Financial LP
|
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Federated Hermes, Inc.
|
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Harel Insurance Investments & Financial Services Ltd.
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SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
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Symmetry Investments LP
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Alliancebernstein L.p.
|
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|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
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American Century Companies Inc
|
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Capital Insight Partners, Llc
|
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Trifecta Capital Advisors, LLC
|
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|
Center for Financial Planning, Inc.
|
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PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
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|
Knollwood Investment Advisory, LLC
|
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Campbell Capital Management Inc
|
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Nicholas Investment Partners, LP
|
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DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
DecisionPoint Financial, LLC
|
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|
Krane Funds Advisors LLC
|
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|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
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|
Holocene Advisors, LP
|
|
|
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|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
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|
Sona Asset Management (us) Llc
|
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|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
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|
Stifel Financial Corp
|
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|
Norden Group Llc
|
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|
Legato Capital Management LLC
|
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|
Snowden Capital Advisors LLC
|
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|
Arizona State Retirement System
|
|
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|
|
Alta Advisers Ltd
|
|
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|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
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|
|
Concentric Capital Strategies, LP
|
|
|
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|
|
Freestone Grove Partners LP
|
|
|
|
|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Ashe Capital Management, LP
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
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|
Generali Asset Management SPA SGR
|
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|
Parallel Advisors, LLC
|
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Zevenbergen Capital Investments Llc
|
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|
NINE MASTS CAPITAL Ltd
|
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CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
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|
PDS Planning, Inc
|
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|
GAMMA Investing LLC
|
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|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
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|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
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|
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|
Hbk Investments L P
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
|
|
|
Mount Yale Investment Advisors, LLC
|
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|
Shay Capital LLC
|
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|
Front Row Advisors LLC
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|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
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|
Nicolet Advisory Services, Llc
|
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|
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|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
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|
APG Asset Management N.V.
|
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Murphy & Mullick Capital Management Corp
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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|
|
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|
DnB Asset Management AS
|
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|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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Weatherly Asset Management L. P.
|
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LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
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Exane Asset Management
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
|
|
|
Circle Wealth Management, LLC
|
|
|
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|
Totem Point Management, LLC
|
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|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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|
Insigneo Advisory Services, Llc
|
|
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|
ICICI Prudential Asset Management Co Ltd
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
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|
RMB Capital Management, LLC
|
|
|
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|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
|
|
|
|
|
|
WCBR - WisdomTree Trust - WisdomTree Cybersecurity Fund N/A
|
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|
Y.D. More Investments Ltd
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
LMR Partners LLP
|
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|
Td Private Client Wealth Llc
|
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|
HighMark Wealth Management LLC
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
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|
|
Dragoneer Investment Group, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
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|
Keudell/Morrison Wealth Management
|
|
|
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|
|
Sowell Financial Services LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
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|
|
Sycomore Asset Management
|
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|
|
Archer Investment Corp
|
|
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E Fund Management (Hong Kong) Co., Ltd.
|
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|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
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|
|
|
Hennion & Walsh Asset Management, Inc.
|
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|
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|
LGT Financial Advisors LLC
|
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|
Alyeska Investment Group, L.P.
|
|
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|
|
|
Aster Capital Management (DIFC) Ltd
|
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|
Symphony Financial, Ltd. Co.
|
|
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|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Avala Global LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
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|
IFM Investors Pty Ltd
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
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|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
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|
Eventide Asset Management, Llc
|
|
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|
Invesco Ltd.
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
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|
Bridgefront Capital, LLC
|
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|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
|
|
|
|
|
JustInvest LLC
|
|
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|
Allianz Asset Management GmbH
|
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FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
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|
|
PDT Partners, LLC
|
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|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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|
|
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|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
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|
Alliance Wealth Advisors, LLC /UT
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
Royal Fund Management, LLC
|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
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|
TrueMark Investments, LLC
|
|
|
|
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|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
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|
Mutual Of America Capital Management Llc
|
|
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|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
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|
Consolidated Press International Holdings Ltd
|
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|
Rothschild Investment Llc
|
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|
|
ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
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|
|
HAP Trading, LLC
|
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|
Armistice Capital, Llc
|
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|
Cwm, Llc
|
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|
Uniting Wealth Partners, LLC
|
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Siren, L.L.C.
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Honeycomb Asset Management LP
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Avenir Tech Ltd
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Square Peg Capital Pty Ltd
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Brandywine Managers, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Shaolin Capital Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
Oberndorf William E
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Southpoint Capital Advisors LP
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Nishkama Capital, LLC
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Steadview Capital Management LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
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Shell Asset Management Co
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Washington Harbour Partners LP
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EFG Asset Management (Americas) Corp.
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
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Fortress Investment Group LLC
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Davy Global Fund Management Ltd
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Mackenzie Financial Corp
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Abn Amro Investment Solutions
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Brown Capital Management Llc
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Beck Bode, LLC
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Belpointe Asset Management LLC
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AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
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Bamco Inc /ny/
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
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SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
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St. Louis Trust Co
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CVA Family Office, LLC
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KG&L Capital Management,LLC
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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Total Investment Management Inc
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Stony Point Capital LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
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BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
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Jaffetilchin Investment Partners, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
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JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Hel Ved Capital Management Ltd
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
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Wedmont Private Capital
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EBI - RBB Fund Trust - Longview Advantage ETF
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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Dogwood Wealth Management LLC
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Whipplewood Advisors, LLC
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Strs Ohio
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Ariadne Wealth Management, LP
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Treasurer of the State of North Carolina
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Ameritas Advisory Services, LLC
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SG Americas Securities, LLC
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Sound View Wealth Advisors Group, LLC
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LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
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Alight Capital Management LP
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
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Boothbay Fund Management, Llc
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GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
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BlackRock, Inc.
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Kayne Anderson Rudnick Investment Management Llc
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
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Picton Mahoney Asset Management
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Charles Schwab Investment Management Inc
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Northstar Asset Management Inc
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Ameriprise Financial Inc
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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Private Advisor Group, LLC
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Kentucky Retirement Systems
|
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Qrg Capital Management, Inc.
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Nbc Securities, Inc.
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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Skandinaviska Enskilda Banken AB (publ)
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
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Paloma Partners Management Co
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Opal Wealth Advisors, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
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Parkworth Wealth Management, Inc.
|
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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Blair William & Co/il
|
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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National Pension Service
|
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc.
|
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USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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DAT - PROSHARES TRUST - ProShares Big Data Refiners ETF
|
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First Trust Advisors Lp
|
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FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
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|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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O'shaughnessy Asset Management, Llc
|
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OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
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Prostatis Group LLC
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Kestra Private Wealth Services, Llc
|
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|
Strategic Wealth Partners, Ltd.
|
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|
1620 Investment Advisors, Inc.
|
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|
V-Square Quantitative Management LLC
|
|
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|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
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|
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Louisiana State Employees Retirement System
|
|
|
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
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|
Employees Retirement System of Texas
|
|
|
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|
AustralianSuper Pty Ltd
|
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Newlands Management Operations LLC
|
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|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
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Creekmur Asset Management LLC
|
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Midwest Professional Planners, LTD.
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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Corton Capital Inc.
|
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Ethic Inc.
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
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|
Hudock, Inc.
|
|
|
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|
Golden State Wealth Management, LLC
|
|
|
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|
Gf Fund Management Co. Ltd.
|
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SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
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|
Broadleaf Partners, LLC
|
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|
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|
Anomaly Capital Management, LP
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
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|
ABN AMRO Bank N.V.
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Crosslink Capital Inc
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Sands Capital Management, Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
One Madison Group Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
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Syon Capital Llc
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Massmutual Trust Co Fsb/adv
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
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ADJEX - AZZAD FUNDS - Azzad Ethical Fund
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Intrust Bank Na
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PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
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Northern Trust Corp
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
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FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
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Aristeia Capital Llc
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Stansberry Asset Management, Llc
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
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Sentry Investment Management Llc
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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HighTower Advisors, LLC
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Valeo Financial Advisors, LLC
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KADENSA CAPITAL Ltd
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Whalen Wealth Management Inc.
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
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Connor, Clark & Lunn Investment Management Ltd.
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American Financial Advisors, LLC
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Main Management ETF Advisors, LLC
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MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A
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Shelton Wealth Management, Llc
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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Parkside Financial Bank & Trust
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
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Riverpark Capital Management Llc
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LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
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JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
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UMA Financial Services, Inc.
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Capital Fund Management S.a.
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NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
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BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
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JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
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Stratos Wealth Partners, LTD.
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Panagora Asset Management Inc
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Twin Tree Management, LP
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Zacks Investment Management
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Baillie Gifford & Co
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Creative Financial Designs Inc /adv
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
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Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
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Deutsche Bank Ag\
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Paradigm Financial Partners, Llc
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Vanguard Group Inc
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Armstrong Advisory Group, Inc
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Exchange Traded Concepts, Llc
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Wolff Wiese Magana Llc
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Signaturefd, Llc
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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Adirondack Trust Co
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BlackRock ETF Trust - iShares Technology Opportunities Active ETF
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Zevin Asset Management Llc
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Harvest Fund Management Co., Ltd
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Carmignac Gestion
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Soros Fund Management Llc
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Siemens Fonds Invest GmbH
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
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J.Safra Asset Management Corp
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Hemington Wealth Management
|
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Ogorek Anthony Joseph /ny/ /adv
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CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares
|
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Aqr Capital Management Llc
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Hilltop Holdings Inc.
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Gen-Wealth Partners Inc
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FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Emerald Mutual Fund Advisers Trust
|
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TRFM - ETF Series Solutions - AAM Transformers ETF
|
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Tcw Group Inc
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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Interchange Capital Partners, LLC
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NewEdge Wealth, LLC
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Assenagon Asset Management S.A.
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SBI Securities Co., Ltd.
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Jfs Wealth Advisors, Llc
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Bridges Investment Management Inc
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Pettee Investors, Inc.
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Quantum Private Wealth, LLC
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Bessemer Group Inc
|
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Moore Capital Management, Lp
|
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Costello Asset Management, INC
|
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Ubs Asset Management Americas Inc
|
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
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JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
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|
Dnca Finance
|
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|
Oppenheimer Asset Management Inc.
|
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Mengis Capital Management, Inc.
|
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
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JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
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|
Ostrum Asset Management
|
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FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
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|
|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
|
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|
|
Citigroup Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
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|
Royal Bank Of Canada
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
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|
True Wealth Design, LLC
|
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
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|
Park Place Capital Corp
|
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|
Pictet Asset Management Holding SA
|
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|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
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|
|
Quest Partners LLC
|
|
|
|
|
|
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
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|
|
Old Port Advisors
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Kinetic Partners Management, LP
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
|
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|
Profunds - Profund Vp Internet
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
ARK Investment Management LLC
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Tokio Marine Asset Management Co Ltd
|
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Wolverine Trading, Llc
|
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Rocky Mountain Advisers, Llc
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Squarepoint Ops LLC
|
|
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|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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|
Avantax Advisory Services, Inc.
|
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|
Creative Planning
|
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Bank Of America Corp /de/
|
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Macquarie Group Ltd
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
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|
Gulf International Bank (UK) Ltd
|
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|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
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|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
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|
EMC Capital Management
|
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|
Biltmore Wealth Management, LLC
|
|
|
|
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|
Bdf-gestion
|
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Orion Portfolio Solutions, LLC
|
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Canada Pension Plan Investment Board
|
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Woodward Diversified Capital, Llc
|
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
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|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Allegiance Financial Group Advisory Services LLC
|
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GraniteShares Advisors LLC
|
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Junto Capital Management LP
|
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SummitTX Capital, L.P.
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
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|
Sc Us (ttgp), Ltd.
|
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Jump Financial, LLC
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
Inscription Capital, LLC
|
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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|
Centaurus Financial, Inc.
|
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|
Tairen Capital Ltd
|
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Alps Advisors Inc
|
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Sender Co & Partners, Inc.
|
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Pier 88 Investment Partners Llc
|
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Adage Capital Partners Gp, L.l.c.
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
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|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Capital International Investors
|
|
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|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
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|
Cresset Asset Management, LLC
|
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|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
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|
Apollon Wealth Management, LLC
|
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Groupe la Francaise
|
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Financial Futures Ltd Liability Co.
|
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Manufacturers Life Insurance Company, The
|
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Calamos Wealth Management LLC
|
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Mariner, LLC
|
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Hollencrest Capital Management
|
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
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|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
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|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
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|
CacheTech Inc.
|
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|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Infinitum Asset Management, Llc
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Cannon Global Investment Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
Sands Capital Ventures, LLC
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Altimeter Capital Management, LP
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Alta Park Capital, LP
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
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|
Rokos Capital Management LLP
|
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|
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
|
|
|
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|
|
Nisa Investment Advisors, Llc
|
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|
|
Sierra Ocean, Llc
|
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|
Sei Investments Co
|
|
|
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|
New Century Financial Group, LLC
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
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|
Kovack Advisors, Inc.
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
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|
|
Axa S.a.
|
|
|
|
|
|
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
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|
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|
|
KBC Group NV
|
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|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
Summit Trail Advisors, Llc
|
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|
|
|
|
Kirtland Hills Capital Management, Llc
|
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|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Union Square Park Capital Management, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
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|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Swedbank AB
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
Pacifica Partners Inc.
|
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|
First National Trust Co
|
|
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|
La Banque Postale Asset Management SA
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
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|
Vestor Capital, Llc
|
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|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
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|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
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|
|
Eleva Capital SAS
|
|
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|
Fmr Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Strategy Capital LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
Meritech Capital Associates V L.L.C.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
PSWD - DBX ETF TRUST - Xtrackers Cybersecurity Select Equity ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Maplelane Capital, Llc
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
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|
Bnp Paribas
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
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Zweig-DiMenna Associates LLC
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NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
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Farther Finance Advisors, LLC
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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Simon Quick Advisors, Llc
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FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
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TFC Financial Management
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Atticus Wealth Management, Llc
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Td Asset Management Inc
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Pandora Wealth, Inc.
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Champlain Investment Partners, LLC
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
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OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
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Suvretta Capital Management, Llc
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
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Yorktown Management & Research Co Inc
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UniSuper Management Pty Ltd
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
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Two Sigma Investments, Lp
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Ieq Capital, Llc
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Oppenheimer & Co Inc
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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SRS Capital Advisors, Inc.
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
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Legacy Bridge, LLC
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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West Tower Group, LLC
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
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Cartenna Capital, LP
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State of Wyoming
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