|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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|
|
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|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
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|
|
Oxbow Capital Management (HK) Ltd
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
Rakuten Investment Management, Inc.
|
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|
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF
|
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|
Winch Advisory Services, LLC
|
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|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
Lombard Odier Asset Management (USA) Corp
|
|
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|
Daiwa Securities Group Inc.
|
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|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
Wesbanco Bank Inc
|
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|
Canada Pension Plan Investment Board
|
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Steward Partners Investment Advisory, Llc
|
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Daner Wealth Management, LLC
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NorthCrest Asset Manangement, LLC
|
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Centerpoint Advisors, LLC
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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Boothbay Fund Management, Llc
|
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Norway Savings Bank
|
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Mutual Advisors, LLC
|
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State Board Of Administration Of Florida Retirement System
|
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FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
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|
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|
|
Rathbone Brothers plc
|
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JustInvest LLC
|
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S&t Bank/pa
|
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
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|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
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|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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|
Westwood Holdings Group Inc
|
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|
Pandora Wealth, Inc.
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Bourgeon Capital Management Llc
|
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Analog Century Management LP
|
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Steel Peak Wealth Management LLC
|
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VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
|
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|
Nemes Rush Group LLC
|
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Capital Fund Management S.a.
|
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Kentucky Retirement Systems
|
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HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
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|
Bare Financial Services, Inc
|
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|
Two Sigma Advisers, Lp
|
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Ossiam
|
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Horst & Graben Wealth Management LLC
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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|
International Assets Investment Management, Llc
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Sig Brokerage, Lp
|
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|
Horizon Family Wealth, Inc.
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
AlTi Global, Inc.
|
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|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
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|
|
Principal Financial Group Inc
|
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|
|
Millennium Management Llc
|
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|
Contrarius Group Holdings Ltd
|
|
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|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Shanda Payment Holdings Ltd.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Ariose Capital Management Ltd
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
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|
Kingstone Capital Partners Texas, LLC
|
|
|
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|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
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|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
BSW Wealth Partners
|
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|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
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|
Country Club Bank /gfn
|
|
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|
|
|
Geode Capital Management, Llc
|
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Sterling Capital Management LLC
|
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|
Brookwood Investment Group LLC
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
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|
Jeppson Wealth Management, Llc
|
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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|
Baldwin Investment Management, LLC
|
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|
Erste Asset Management GmbH
|
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|
Rokos Capital Management LLP
|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
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|
|
Avantax Advisory Services, Inc.
|
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|
LRI Investments, LLC
|
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|
Ally Financial Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
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|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Aspex Management (HK) Ltd
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Gmt Capital Corp
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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Jackson Creek Investment Advisors LLC
|
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Grove Bank & Trust
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
New England Research & Management, Inc.
|
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Tortoise Investment Management, LLC
|
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C M Bidwell & Associates Ltd
|
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Stephens Investment Management Group LLC
|
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Aptus Capital Advisors, LLC
|
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|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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|
Guardian Financial Partners, LLC
|
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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Kingswood Wealth Advisors, Llc
|
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Sumitomo Mitsui Financial Group, Inc.
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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Bulltick Wealth Management, LLC
|
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Geneos Wealth Management Inc.
|
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Checchi Capital Advisers, LLC
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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Mach-1 Financial Group, Inc.
|
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New Millennium Group LLC
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Glen Eagle Advisors, LLC
|
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Symphony Financial, Ltd. Co.
|
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HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
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Binnacle Investments Inc
|
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GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
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FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
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Volterra Technologies LP
|
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Stanley Capital Management, LLC
|
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Key FInancial Inc
|
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Golden State Wealth Management, LLC
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
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Farther Finance Advisors, LLC
|
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|
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Thrivent Financial For Lutherans
|
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Brookstone Capital Management
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Man Group plc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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Nomura Asset Management Co Ltd
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Argonautica Private Wealth Management, Inc
|
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Cubist Systematic Strategies, LLC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Wolff Wiese Magana Llc
|
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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Citizens Financial Group Inc/ri
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Brown Advisory Inc
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TFC Financial Management
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HBK Sorce Advisory LLC
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Sunbelt Securities, Inc.
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
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|
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T
|
|
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
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True Wealth Design, LLC
|
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Americana Partners, LLC
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
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Nbw Capital Llc
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
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EMC Capital Management
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
American Financial Advisors, LLC
|
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Pathstone Holdings, LLC
|
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Capstone Investment Advisors, Llc
|
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Westerly Capital Management, Llc
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
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|
Norinchukin Bank, The
|
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Mitsubishi UFJ Trust & Banking Corp
|
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|
Federated Hermes, Inc.
|
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Bayforest Capital Ltd
|
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|
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|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
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|
Grand Alliance Asset Management Ltd
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
Level Four Advisory Services, Llc
|
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|
|
KBC Group NV
|
|
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|
Callan Capital, LLC
|
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
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|
Great Lakes Advisors, Llc
|
|
|
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|
Vestor Capital, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
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|
Kovack Advisors, Inc.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
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|
|
S&co Inc
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
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|
Frontier Capital Management Co Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
S Squared Technology, LLC
|
|
|
|
|
|
IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Advent International Corp/ma
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Coatue Management Llc
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
EGGY - Tidal Trust III - NestYield Dynamic Income ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
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PFG Advisors
|
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|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
|
|
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|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
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|
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|
Valley National Advisers Inc
|
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|
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|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
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Black Maple Capital Management LP
|
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Norges Bank
|
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
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FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
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Avion Wealth
|
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Atlantic Trust, LLC
|
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TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
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Us Bancorp \de\
|
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Crawford Investment Counsel Inc
|
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Guggenheim Capital Llc
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Neuberger Berman Group LLC
|
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Cobblestone Capital Advisors Llc /ny/
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Maven Securities LTD
|
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Gordian Capital Singapore Pte Ltd
|
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EP Wealth Advisors, Inc.
|
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Columbia Seligman Premium Technology Growth Fund, Inc.
|
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Freemont Management S.A.
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Green Alpha Advisors, LLC
|
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Red Spruce Capital, LLC
|
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Macquarie Group Ltd
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
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|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
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Clear Street Markets Llc
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
Pacifica Partners Inc.
|
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Gateway Investment Advisers Llc
|
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Activest Wealth Management
|
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Mediolanum International Funds Ltd
|
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Interchange Capital Partners, LLC
|
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Prospera Financial Services Inc
|
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|
Ubs Asset Management Americas Inc
|
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Larson Financial Group LLC
|
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JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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Ardmore Road Asset Management LP
|
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Manufacturers Life Insurance Company, The
|
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Eagle Bluffs Wealth Management LLC
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Financial Perspectives, Inc
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Royal Fund Management, LLC
|
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Raiffeisen Bank International AG
|
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ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
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|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
Bridgefront Capital, LLC
|
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TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund
|
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|
Wahed Invest LLC
|
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|
TCG Advisory Services, LLC
|
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Private Trust Co Na
|
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TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
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Group One Trading, L.p.
|
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Vermillion & White Wealth Management Group, LLC
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
Bank of Jackson Hole Trust
|
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Ameriflex Group, Inc.
|
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CWA Asset Management Group, LLC
|
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Asset Planning,Inc
|
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TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
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|
Legal & General Group Plc
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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LGT Group Foundation
|
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Greenland Capital Management LP
|
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Bank Of Nova Scotia
|
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Needham Investment Management Llc
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
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|
Northern Trust Corp
|
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|
Dynasty Wealth Management, Llc
|
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Brevan Howard Capital Management LP
|
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|
Profunds - Profund Vp Nasdaq-100
|
|
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|
Ballentine Partners, LLC
|
|
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|
Wedbush Securities Inc
|
|
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|
|
VestGen Advisors, LLC
|
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|
Gf Fund Management Co. Ltd.
|
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|
CRA Financial Services, LLC
|
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|
Gts Securities Llc
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
1620 Investment Advisors, Inc.
|
|
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|
|
Xponance, Inc.
|
|
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
SWS Partners
|
|
|
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|
|
Grandeur Peak Global Advisors, LLC
|
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|
Ofi Invest Asset Management
|
|
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|
Royal London Asset Management Ltd
|
|
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|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
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|
|
We Are One Seven, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Transce3nd, LLC
|
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|
Knights of Columbus Asset Advisors LLC
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
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|
Frank, Rimerman Advisors LLC
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|
Smithfield Trust Co
|
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Avalon Trust Co
|
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Siemens Fonds Invest GmbH
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|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Aspect Partners, LLC
|
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|
Rakuten Securities, Inc.
|
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Sphera Management Technology Funds Ltd
|
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|
Forum Financial Management, LP
|
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Howe & Rusling Inc
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Woodline Partners LP
|
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|
Hilltop National Bank
|
|
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
Graypoint LLC
|
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|
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
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|
North Capital, Inc.
|
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Corient IA LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Bard Financial Services, Inc.
|
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New York Life Investment Management Llc
|
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|
Mather Group, Llc.
|
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|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
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|
Institute for Wealth Management, LLC.
|
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Dakota Wealth Management
|
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FengHe Fund Management Pte. Ltd.
|
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|
Wealthfront Advisers Llc
|
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Arnhold LLC
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
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|
|
CastleKnight Management LP
|
|
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|
Harbour Investments, Inc.
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
Meiji Yasuda Life Insurance Co
|
|
|
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|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
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|
Marks Group Wealth Management, Inc
|
|
|
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|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
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|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
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|
Asset Management One Co., Ltd.
|
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|
|
Townsquare Capital Llc
|
|
|
|
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|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
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|
|
La Banque Postale Asset Management SA
|
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|
|
Schroder Investment Management Group
|
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|
|
Ci Investments Inc.
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Explore Capital Management, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
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Ieq Capital, Llc
|
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Vident Advisory, LLC
|
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Taikang Asset Management (Hong Kong) Co Ltd
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
|
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|
Caitong International Asset Management Co., Ltd
|
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|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
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|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
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|
Amalgamated Bank
|
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|
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|
Amazon Com Inc
|
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|
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|
Treasurer of the State of North Carolina
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
Midwest Professional Planners, LTD.
|
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PDS Planning, Inc
|
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Marco Investment Management Llc
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Lhm, Inc.
|
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Integrated Advisors Network LLC
|
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Banco BTG Pactual S.A.
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
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|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
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|
Credit Agricole S A
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Sivia Capital Partners, LLC
|
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Stone House Investment Management, LLC
|
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Smallwood Wealth Investment Management, LLC
|
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Mariner, LLC
|
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Cwm, Llc
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
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|
Canada Post Corp Registered Pension Plan
|
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Neo Ivy Capital Management
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
|
Tradewinds Capital Management, LLC
|
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|
Prudential Plc
|
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Intellus Advisors LLC
|
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Sierra Ocean, Llc
|
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Allianz Asset Management GmbH
|
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Fosun International Ltd
|
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First Pacific Financial
|
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SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
|
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
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Congress Wealth Management LLC / DE /
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
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|
Hardman Johnston Global Advisors LLC
|
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|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
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|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Aqr Capital Management Llc
|
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Proficio Capital Partners LLC
|
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
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Creative Financial Designs Inc /adv
|
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SWAN Capital LLC
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
Frazier Financial Advisors, LLC
|
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Laurion Capital Management LP
|
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Private Wealth Management Group, LLC
|
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Codex Capital Asset Management L.L.C.
|
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VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
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|
Prudential Financial Inc
|
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|
Catalyst Capital Advisors LLC
|
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McGuire Investment Group, LLC
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
Truvestments Capital Llc
|
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Addison Capital Co
|
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CMT Capital Markets Trading GmbH
|
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First Horizon Advisors, Inc.
|
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Murphy & Mullick Capital Management Corp
|
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NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
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|
Mercer Global Advisors Inc /adv
|
|
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|
|
Cantor Fitzgerald, L. P.
|
|
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|
|
ICONIQ Capital, LLC
|
|
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|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
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|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
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|
|
CI Private Wealth, LLC
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
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|
|
Redwood Wealth Management Group, LLC
|
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|
State of Wyoming
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
|
Wealth Architects, LLC
|
|
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|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
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|
|
Monolith Management Ltd
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Burr Financial Services, Llc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
PFSLX - PARADIGM FUNDS - Paradigm Select Fund
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Profunds - Profund Vp Semiconductor
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
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Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
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|
DnB Asset Management AS
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
HighPoint Advisor Group LLC
|
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|
Forsta Ap-fonden
|
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DJE Kapital AG
|
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HB Wealth Management, LLC
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RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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Louisiana State Employees Retirement System
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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Plante Moran Financial Advisors, LLC
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Melqart Asset Management (uk) Ltd
|
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Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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|
Ethic Inc.
|
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D.a. Davidson & Co.
|
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Nicolet Advisory Services, Llc
|
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Virtue Capital Management, LLC
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Hunting Hill Global Capital, LLC
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Peak6 Llc
|
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Columbus Hill Capital Management, L.P.
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Lido Advisors, LLC
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Geneva Capital Management Llc
|
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Dogwood Wealth Management LLC
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
DRW Securities, LLC
|
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AIMZ Investment Advisors, LLC
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
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|
Park Place Capital Corp
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
|
|
Pinnacle Bancorp, Inc.
|
|
|
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Kimelman & Baird, LLC
|
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|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Public Employees Retirement System Of Ohio
|
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180 Wealth Advisors, Llc
|
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Eqis Capital Management, Inc.
|
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Tlwm
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
|
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Winton Capital Group Ltd
|
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JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
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Jump Financial, LLC
|
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VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
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|
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|
Net Worth Advisory Group
|
|
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|
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|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
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|
CALIFORNIA FIRST LEASING Corp
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
Krs Capital Management, Llc
|
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PFG Investments, LLC
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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EHP Funds Inc.
|
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EGGS - Tidal Trust III - NestYield Total Return Guard ETF
|
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Westpac Banking Corp
|
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Maryland State Retirement & Pension System
|
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Krane Funds Advisors LLC
|
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Glenmede Trust Co Na
|
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SMHX - VanEck ETF Trust - VanEck Fabless Semiconductor ETF
|
|
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Harvest Fund Management Co., Ltd
|
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RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
|
Signaturefd, Llc
|
|
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|
|
Pacer Advisors, Inc.
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
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|
Shelton Capital Management
|
|
|
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|
Milestone Asset Management, Llc
|
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
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|
Patton Albertson Miller Group, Llc
|
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|
Parallel Advisors, LLC
|
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|
|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Hartland & Co., LLC
|
|
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|
|
Savvy Advisors, Inc.
|
|
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|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Forge First Asset Management Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
RDST Capital LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Gagnon Securities Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Twenty Acre Capital LP
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
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|
DCF Advisers, LLC
|
|
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|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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|
UNICOM Systems, Inc.
|
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|
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SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
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Fmr Llc
|
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|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
Allworth Financial LP
|
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|
Mjp Associates Inc /adv
|
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Delta Asset Management Llc/tn
|
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Keel Point, LLC
|
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|
Assenagon Asset Management S.A.
|
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|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
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|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
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|
Alta Park Capital, LP
|
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|
LOM Asset Management Ltd
|
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E Fund Management Co., Ltd.
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
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|
NewEdge Wealth, LLC
|
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|
Bailard, Inc.
|
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Nan Shan Life Insurance Co., Ltd.
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
Crewe Advisors LLC
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Impact Capital Partners LLC
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|
Schear Investment Advisers, LLC
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
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|
Triglav Skladi, D.o.o.
|
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SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
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MAI Capital Management
|
|
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|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
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|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Legacy Bridge, LLC
|
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Field & Main Bank
|
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Quantum Private Wealth, LLC
|
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|
Federation des caisses Desjardins du Quebec
|
|
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|
Dunhill Financial, LLC
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Tealwood Asset Management Inc
|
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IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
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|
Buckingham Strategic Partners
|
|
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|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
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|
John Hancock Hedged Equity & Income Fund
|
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Baker Avenue Asset Management, LP
|
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WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
|
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Royal Bank Of Canada
|
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Impact Asset Management GmbH
|
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Wealth Enhancement Advisory Services, Llc
|
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Bridges Investment Management Inc
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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VBCVX - VALIC Co I - Systematic Value Fund
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
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JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
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Goldman Sachs Group Inc
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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First Citizens Bank & Trust Co
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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|
MONECO Advisors, LLC
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Ardsley Advisory Partners Lp
|
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Intrepid Financial Planning Group LLC
|
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Rothschild Investment Llc
|
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Daymark Wealth Partners, Llc
|
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
Strs Ohio
|
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Nwi Management Lp
|
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SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
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|
Bruce G. Allen Investments, LLC
|
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Quest Partners LLC
|
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|
Moneta Group Investment Advisors Llc
|
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|
Banco Santander, S.A.
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Ithaka Group Llc
|
|
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|
|
Trivest Advisors Ltd
|
|
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|
Plato Investment Management Ltd
|
|
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|
Gotham Asset Management, LLC
|
|
|
|
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|
Zrc Wealth Management, Llc
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Panoramic Capital, LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
WUSAX - WANGER ADVISORS TRUST - Wanger USA
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
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Hancock Whitney Corp
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LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares
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Smith Group Asset Management, LLC
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GAMMA Investing LLC
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Howard Financial Services, Ltd.
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Legacy Wealth Managment, LLC/ID
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Glenview Capital Management, Llc
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Montag & Caldwell, Llc
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AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
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Empowered Funds, LLC
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Pinnacle Associates Ltd
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Riggs Asset Managment Co. Inc.
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Cresset Asset Management, LLC
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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Cove Private Wealth, LLC
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Financial Gravity Companies, Inc.
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Stephens Inc /ar/
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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Mackenzie Financial Corp
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
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Trueblood Wealth Management, LLC
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Crake Asset Management LLP
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Utah Retirement Systems
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
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KG&L Capital Management,LLC
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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Qrg Capital Management, Inc.
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North Star Investment Management Corp.
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Webster Bank, N. A.
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MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
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Aviva Plc
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Harbor Capital Advisors, Inc.
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TRFM - ETF Series Solutions - AAM Transformers ETF
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
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Pictet Asset Management Holding SA
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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Capital Advisors, Ltd. LLC
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
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Scotia Capital Inc.
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Game Plan Financial Advisors, LLC
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SJS Investment Consulting Inc.
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American National Bank
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
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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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Mn Services Vermogensbeheer B.V.
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
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BlackRock ETF Trust - BlackRock Large Cap Core ETF
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
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Ogorek Anthony Joseph /ny/ /adv
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Summa Corp.
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Strategic Wealth Partners, Ltd.
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Credit Industriel Et Commercial
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
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Nvwm, Llc
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SlateStone Wealth, LLC
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Charles Schwab Investment Management Inc
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Once Capital Management, LLC
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Breakwater Capital Group
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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Pensionmark Financial Group, Llc
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Brown Shipley& Co Ltd
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Advisors Asset Management, Inc.
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
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Deseret Mutual Benefit Administrators
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QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Financial Security Advisor, Inc.
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Mission Wealth Management, Lp
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Generali Asset Management SPA SGR
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EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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Optimum Investment Advisors
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A. D. Beadell Investment Counsel, Inc.
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PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
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RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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Parkworth Wealth Management, Inc.
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Grant Private Wealth Management Inc
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Salem Investment Counselors Inc
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
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Shira Ridge Wealth Management
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First Washington CORP
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REAP Financial Group, LLC
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Adell Harriman & Carpenter Inc
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Shannon River Fund Management LLC
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Centricity Wealth Management, LLC
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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UMA Financial Services, Inc.
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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Swiss National Bank
|
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Greenleaf Trust
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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OneAscent Financial Services LLC
|
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Wealthspire Advisors, LLC
|
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Woodstock Corp
|
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Bellwether Advisors, LLC
|
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Livelsberger Financial Advisory
|
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Amundi
|
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Taylor Frigon Capital Management LLC
|
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First Business Financial Services, Inc.
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Los Angeles Capital Management Llc
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Machina Capital S.a.s.
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