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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
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Curbstone Financial Management Corp
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Wealthcare Advisory Partners LLC
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FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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Sagespring Wealth Partners, Llc
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Alyeska Investment Group, L.P.
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
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Victrix Investment Advisors
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VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
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SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
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Truvestments Capital Llc
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Aspiring Ventures, LLC
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St Germain D J Co Inc
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Onyx Bridge Wealth Group LLC
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Evelyn Partners Investment Management LLP
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Greenwich Wealth Management LLC
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Glenmede Trust Co Na
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TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
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Texas Permanent School Fund
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Apollon Wealth Management, LLC
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LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
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Allianz Asset Management GmbH
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Skyline Advisors, Inc.
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Cornerstone Wealth Management, LLC
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Nordea Investment Management Ab
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ASR Vermogensbeheer N.V.
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Squarepoint Ops LLC
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Peterson Wealth Management
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Skandinaviska Enskilda Banken AB (publ)
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Mosaic Financial Group, Llc
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Dudley Capital Management, Llc
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CloudAlpha Capital Management Limited/Hong Kong
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Aptus Capital Advisors, LLC
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Lord, Abbett & Co. Llc
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
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McMahon Financial Advisors, LLC
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Investment Partners, Ltd.
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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Bradley Foster & Sargent Inc/ct
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Crestwood Advisors Group LLC
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Bogart Wealth, LLC
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Omega Financial Group, LLC
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Mizuho Securities Usa Llc
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
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Park Place Capital Corp
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Marsico Capital Management Llc
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Woodward Diversified Capital, Llc
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Barlow Wealth Partners, Inc.
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PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
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RMG Wealth Management LLC
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Angeles Wealth Management, Llc
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SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A
|
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Interchange Capital Partners, LLC
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Opes Wealth Management LLC
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BKD Wealth Advisors, LLC
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Goldstone Financial Group, LLC
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Foundations Investment Advisors, LLC
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Wealth Advisors of Tampa Bay, LLC
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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Treasurer of the State of North Carolina
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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PFW Advisors LLC
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Marex Group plc
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Goldstream Capital Management Ltd
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Empire Life Investments Inc.
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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Center for Financial Planning, Inc.
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Rice Partnership, LLC
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EBI - RBB Fund Trust - Longview Advantage ETF
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Sig Brokerage, Lp
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ProShare Advisors LLC
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Synergy Financial Group, LTD
|
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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AE Wealth Management LLC
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International Assets Investment Management, Llc
|
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Frazier Financial Advisors, LLC
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Argent Trust Co
|
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OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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Meitav Dash Investments Ltd
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XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
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Accel Wealth Management
|
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Scientech Research LLC
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Investment Management Corp of Ontario
|
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Mason & Associates Inc
|
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TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
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|
Lantern Wealth Advisors, LLC
|
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Annex Advisory Services, LLC
|
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|
Simmons Bank
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Sykon Capital Llc
|
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Highland Capital Management, Llc
|
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MTM Investment Management, LLC
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Watts Gwilliam & Co., LLC
|
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|
VestGen Advisors, LLC
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
Firethorn Wealth Partners, Llc
|
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Krs Capital Management, Llc
|
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|
Avantax Advisory Services, Inc.
|
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|
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|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
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|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
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|
Malaga Cove Capital, LLC
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Pflug Koory, LLC
|
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|
Man Group plc
|
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|
Citadel Advisors Llc
|
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|
Boston Private Wealth Llc
|
|
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|
Venturi Wealth Management, LLC
|
|
|
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|
Keystone Wealth Services, LLC
|
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|
One River Asset Management, LLC
|
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|
|
Qtron Investments LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
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|
|
Hartline Investment Corp/
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Nations Financial Group Inc, /ia/ /adv
|
|
|
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|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
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|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
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|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
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|
Brick & Kyle, Associates
|
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|
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|
|
Chilton Investment Co Llc
|
|
|
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|
NCP Inc.
|
|
|
|
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|
WCBR - WisdomTree Trust - WisdomTree Cybersecurity Fund N/A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Connective Capital Management, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Sands Capital Ventures, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
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|
Woodline Partners LP
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
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|
|
|
|
CX Institutional
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Sands Capital Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Cornerstone Enterprises, Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
a16z Perennial Management, L.P.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
WT Asset Management Ltd
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Menlo Advisors Llc
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
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Childress Capital Advisors, Llc
|
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Lindbrook Capital, Llc
|
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|
Barometer Capital Management Inc.
|
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Td Private Client Wealth Llc
|
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|
Fisher Asset Management, LLC
|
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|
Pilgrim Partners Asia Pte Ltd
|
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|
Vermillion Wealth Management, Inc.
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|
Belmont Capital, LLC
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Arthedge Capital Management, LLC
|
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LM Advisors LLC
|
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|
Sei Investments Co
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
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|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
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|
|
International Private Wealth Advisors LLC
|
|
|
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|
NorthCrest Asset Manangement, LLC
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
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|
|
Volterra Technologies LP
|
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|
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|
Neville Rodie & Shaw Inc
|
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Meridian Financial Partners LLC
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Rheos Capital Works Inc.
|
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Morgan Stanley
|
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Newbridge Financial Services Group, Inc.
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Acropolis Investment Management, LLC
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EdgeRock Capital LLC
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O'ROURKE & COMPANY, Inc
|
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Capital A Wealth Management, LLC
|
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FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
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|
Tripletail Wealth Management, LLC
|
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Price T Rowe Associates Inc /md/
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Gf Fund Management Co. Ltd.
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Two Sigma Investments, Lp
|
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GAM Holding AG
|
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Wallace Hart LLC
|
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Klingman & Associates, LLC
|
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|
Jessup Wealth Management, Inc
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
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|
Foster Group, Inc.
|
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Your Advocates Ltd., LLP
|
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Hamilton Point Investment Advisors, LLC
|
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Tritonpoint Wealth, Llc
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Impact Asset Management GmbH
|
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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Cookson Peirce & Co Inc
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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|
|
Correct Capital Wealth Management
|
|
|
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|
|
Larson Financial Group LLC
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Gotham Asset Management, LLC
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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Darden Wealth Group Inc
|
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Sierra Capital LLC
|
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Keybank National Association/oh
|
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
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|
Del-Sette Capital Management, LLC
|
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|
Next Century Growth Investors Llc
|
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Vivaldi Capital Management, LLC
|
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SOA Wealth Advisors, LLC.
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
Nuveen, LLC
|
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Marvin & Palmer Associates Inc
|
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Susquehanna International Group, Llp
|
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Baltimore-Washington Financial Advisors, Inc.
|
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|
Atlantic Union Bankshares Corp
|
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|
Signaturefd, Llc
|
|
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|
Perigon Wealth Management, LLC
|
|
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|
Strategic Advisors LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
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|
Blue Fin Capital, Inc.
|
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|
Flagship Harbor Advisors, Llc
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Scott Marsh Financial, LLC
|
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|
Swedbank AB
|
|
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|
Equitable Holdings, Inc.
|
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|
Railway Pension Investments Ltd
|
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|
|
Integras Partners LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
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|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Elite Wealth Management, Inc.
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Lake Hills Wealth Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Valiant Capital Management, L.P.
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Wit, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Siren, L.L.C.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
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Delta Asset Management Llc/tn
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Cornerstone Capital, Inc.
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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Primoris Wealth Advisors, Llc
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Mb, Levis & Associates, Llc
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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Berger Financial Group, Inc
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SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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Bank of New York Mellon Corp
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Orion Capital Management LLC
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Simplicity Wealth,LLC
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Global Wealth Management Investment Advisory, Inc.
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SJS Investment Consulting Inc.
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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Elefante Mark B
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Fairvoy Private Wealth, LLC
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Agf Management Ltd
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Elm3 Financial Group, LLC
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RWQ Financial Management Services, Inc.
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Crossmark Global Holdings, Inc.
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Clarity Capital Partners LLC
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
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Procyon Private Wealth Partners, LLC
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APCM Wealth Management for Individuals
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One Capital Management, LLC
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
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FIL Ltd
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Fourth Dimension Wealth, LLC
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Capula Management Ltd
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Standard Life Aberdeen plc
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
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BIT Capital GmbH
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Main Street Group, LTD
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Alpine Woods Capital Investors, Llc
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Doliver Advisors, Lp
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Parkworth Wealth Management, Inc.
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Albion Financial Group /ut
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Sapient Capital Llc
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GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
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DnB Asset Management AS
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Jag Capital Management, Llc
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Equitable Trust Co
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Meiji Yasuda Asset Management Co Ltd.
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Adell Harriman & Carpenter Inc
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Investment Research & Advisory Group, Inc.
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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Sara-Bay Financial
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Claudia M.p. Batlle, Crp (r) Llc
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Rebalance, Llc
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
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Slow Capital, Inc.
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Prelude Capital Management, Llc
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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State Of Michigan Retirement System
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Great Lakes Advisors, Llc
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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BluePath Capital Management, LLC
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PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
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Elwood & Goetz Wealth Advisory Group, LLC
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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SVB Capital Management, LLC
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MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
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Abundance Wealth Counselors
|
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TrueWealth Advisors, LLC
|
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Blackrock Science & Technology Trust
|
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Griffin Asset Management, Inc.
|
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Daiwa Securities Group Inc.
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
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CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
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National Bank Of Canada /fi/
|
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Retirement Planning Group
|
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California State Teachers Retirement System
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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SG Americas Securities, LLC
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ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
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ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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Cunning Capital Partners, LP
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AlpInvest Partners B.V.
|
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CVA Family Office, LLC
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CWA Asset Management Group, LLC
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Moseley Investment Management Inc
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Diligent Investors, LLC
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ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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Atlantic Edge Private Wealth Management, LLC
|
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Dorsey Wright & Associates
|
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Bank Of Montreal /can/
|
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Liberty One Investment Management, Llc
|
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JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
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|
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|
Vestmark Advisory Solutions, Inc.
|
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|
Patten & Patten Inc/tn
|
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|
First Trust Enhanced Equity Income Fund
|
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RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
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NEOS Investment Management LLC
|
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Confluence Wealth Services, Inc.
|
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Wealthedge Investment Advisors, Llc
|
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Ostrum Asset Management
|
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Integrated Wealth Concepts LLC
|
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Arrowroot Family Office, LLC
|
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|
GK Wealth Management LLC
|
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ROM - PROSHARES TRUST - ProShares Ultra Technology
|
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|
Triad Wealth Partners, LLC
|
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|
LJI Wealth Management, LLC
|
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Sivia Capital Partners, LLC
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
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|
Walleye Trading LLC
|
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|
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|
Venture Visionary Partners LLC
|
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|
DLK Investment Management, LLC
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
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|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Westhampton Capital, LLC
|
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|
|
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|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
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|
|
|
Beacon Financial Group
|
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|
|
Groupama Asset Managment
|
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|
Cvfg Llc
|
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|
Winton Capital Group Ltd
|
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|
Smith Anglin Financial, LLC
|
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|
Summit X, LLC
|
|
|
|
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|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Lewis Asset Management, LLC
|
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|
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|
|
Silvant Capital Management LLC
|
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|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Draper Asset Management, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
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|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Welch Group, LLC
|
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|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
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California Public Employees Retirement System
|
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Snowden Capital Advisors LLC
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|
Teacher Retirement System Of Texas
|
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|
Allen Investment Management LLC
|
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|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
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|
Parallel Advisors, LLC
|
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|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
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|
Rf&l Wealth Management, Llc
|
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|
Savvy Advisors, Inc.
|
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|
Jamison Private Wealth Management, Inc.
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
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|
KBC Group NV
|
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|
First National Bank of Hutchinson
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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|
Visionary Wealth Advisors
|
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|
Paulson Wealth Management Inc.
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
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|
Kesler, Norman & Wride, LLC
|
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|
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|
Rise Advisors, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
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|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
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|
Global Financial Private Client, LLC
|
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ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
|
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|
New Mexico Educational Retirement Board
|
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|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
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|
Cozad Asset Management Inc
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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|
Guyasuta Investment Advisors Inc
|
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OMC Financial Services LTD
|
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Two Sigma Securities, Llc
|
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Weatherly Asset Management L. P.
|
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L.m. Kohn & Company
|
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Mn Services Vermogensbeheer B.V.
|
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Brinker Capital Investments, LLC
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Catalyst Financial Partners Llc
|
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Drive Wealth Management, Llc
|
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Liberty All Star Equity Fund
|
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|
State Of Wisconsin Investment Board
|
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|
Catalyst Capital Advisors LLC
|
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Red Door Wealth Management, LLC
|
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PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
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|
V-Square Quantitative Management LLC
|
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|
Cary Street Partners Financial Llc
|
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|
Dogwood Wealth Management LLC
|
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|
Resurgent Financial Advisors LLC
|
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|
SeaBridge Investment Advisors LLC
|
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|
Central Pacific Bank - Trust Division
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Davy Global Fund Management Ltd
|
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|
Ccm Investment Advisers Llc
|
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|
RBF Capital, LLC
|
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Integrity Alliance, Llc.
|
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Point72 Asset Management, L.P.
|
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StoneCrest Wealth Management, Inc.
|
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|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
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|
SPAM - Themes ETF Trust - Themes Cybersecurity ETF
|
|
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|
|
Trueblood Wealth Management, LLC
|
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|
|
Game Plan Financial Advisors, LLC
|
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|
Trust Asset Management LLC
|
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|
LRI Investments, LLC
|
|
|
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|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Welch & Forbes Llc
|
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|
|
SOUTH STATE Corp
|
|
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|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Capital Impact Advisors, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
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|
|
Barclays Plc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
POM Investment Strategies, LLC
|
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|
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|
|
Nomura Holdings Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
PSWD - DBX ETF TRUST - Xtrackers Cybersecurity Select Equity ETF
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
|
IMA Wealth, Inc.
|
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|
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|
Aire Advisors, Llc
|
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|
World Equity Group, Inc.
|
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|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
|
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|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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|
Aviso Wealth Management
|
|
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|
|
Sovran Advisors, LLC
|
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|
Callan Family Office, LLC
|
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|
Triton Wealth Management, PLLC
|
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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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|
|
Vise Technologies, Inc.
|
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|
BTC Capital Management, Inc.
|
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|
Post Resch Tallon Group Inc.
|
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|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
|
Promethium Advisors,llc
|
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|
WealthPlan Investment Management, LLC
|
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|
Rhumbline Advisers
|
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|
Argyle Capital Partners, LLC
|
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|
Securian Asset Management, Inc
|
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|
Brown Brothers Harriman & Co
|
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|
Hudson Bay Capital Management LP
|
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|
Level Four Advisory Services, Llc
|
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|
Varma Mutual Pension Insurance Co
|
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|
Perpetual Ltd
|
|
|
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|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
GW&K Investment Management, LLC
|
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|
Sterling Investment Advisors, Ltd.
|
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|
Stock Yards Bank & Trust Co
|
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|
Solstein Capital, LLC
|
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|
Glass Jacobson Investment Advisors llc
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
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|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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|
Pvg Asset Management Corp
|
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Nicholas Investment Partners, LP
|
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|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
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|
Iron Financial, LLC
|
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|
Numerai GP LLC
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|
HWG Holdings LP
|
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|
McIlrath & Eck, LLC
|
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|
Stratos Wealth Advisors, LLC
|
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|
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|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
Conway Capital Management, Inc.
|
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Creekmur Asset Management LLC
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
Benchmark Investment Advisors LLC
|
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|
Wealthbridge Capital Management, Llc
|
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|
Tower Wealth Partners, Inc.
|
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|
Geneva Partners, LLC
|
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|
Blodgett Wealth Advisors, Llc
|
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|
Merit Financial Group, LLC
|
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|
BCS Wealth Management
|
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|
Sustainable Insight Capital Management, LLC
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
Mount Yale Investment Advisors, LLC
|
|
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|
Yong Rong (HK) Asset Management Ltd
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
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|
|
Principal Financial Group Inc
|
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|
ORG Partners LLC
|
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|
|
Crewe Advisors LLC
|
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|
PAX Financial Group, LLC
|
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|
Rokos Capital Management LLP
|
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|
Family Management Corp
|
|
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|
Fundamentun, Llc
|
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|
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|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
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|
|
Acadian Asset Management Llc
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
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|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Variant Private Wealth, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Crosslink Capital Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
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|
O'Neil Global Advisors, Inc.
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|
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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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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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|
Natixis
|
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Steward Partners Investment Advisory, Llc
|
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|
VGI Partners Ltd
|
|
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|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
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|
Clal Insurance Enterprises Holdings Ltd
|
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|
Ameliora Wealth Management Ltd.
|
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|
Grandview Asset Management LLC
|
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|
Financial Perspectives, Inc
|
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Harmony Asset Management Llc
|
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|
Rexford Capital Inc
|
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|
Elyxium Wealth, LLC
|
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|
Boreal Capital Management LLC
|
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|
|
StoneX Group Inc.
|
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|
Burr Financial Services, Llc
|
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Limestone Investment Advisors LP
|
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|
Clear Investment Research, Llc
|
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|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
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|
|
Revolve Wealth Partners, LLC
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
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|
IMS Capital Management
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
Russell Investments Group, Ltd.
|
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|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Flow Traders U.s. Llc
|
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|
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|
Tyler-Stone Wealth Management
|
|
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|
Massachusetts Financial Services Co /ma/
|
|
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|
Banque Transatlantique SA
|
|
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|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
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|
Stratos Wealth Partners, LTD.
|
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
BUG - Global X Funds - Global X Cybersecurity ETF
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
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|
|
|
Americana Partners, LLC
|
|
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|
|
Kozak & Associates, Inc.
|
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|
Founders Financial Alliance, LLC
|
|
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|
Bokf, Na
|
|
|
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|
Sage Capital Management, LLC
|
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|
Ceera Investments, Llc
|
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Washington Harbour Partners LP
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
Aristeia Capital Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
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|
|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
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|
|
DekaBank Deutsche Girozentrale
|
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|
Pensionmark Financial Group, Llc
|
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|
Longview Financial Advisors LLC
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|
Oxford Asset Management Llp
|
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|
Farther Finance Advisors, LLC
|
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|
United Community Bank
|
|
|
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|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
|
|
L & S Advisors Inc
|
|
|
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|
|
Olistico Wealth, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
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|
|
Thoroughbred Financial Services, Llc
|
|
|
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|
IMC-Chicago, LLC
|
|
|
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|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Grove Bank & Trust
|
|
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|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
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|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
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|
|
McAdam, LLC
|
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|
|
Oliver Lagore Vanvalin Investment Group
|
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|
Hemington Wealth Management
|
|
|
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|
|
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
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|
Castle Rock Wealth Management, LLC
|
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|
Wellington Management Group Llp
|
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|
First Washington CORP
|
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|
Sequoia Financial Advisors, LLC
|
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|
Ofi Invest Asset Management
|
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|
Miracle Mile Advisors, LLC
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
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|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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|
Jacobsen Capital Management
|
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|
Holderness Investments Co
|
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Private Management Group Inc
|
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|
Custom Index Systems, Llc
|
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|
Gabelli Equity Trust Inc
|
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|
Aft, Forsyth & Company, Inc.
|
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|
Kovack Advisors, Inc.
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
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|
Stenger Family Office, LLC
|
|
|
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|
|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
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|
|
|
Intrepid Financial Planning Group LLC
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Old National Bancorp /in/
|
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Jeppson Wealth Management, Llc
|
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|
Banque Cantonale Vaudoise
|
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|
Aspen Investment Management Inc
|
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Credit Agricole S A
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
|
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|
Bosman Wealth Management, LLC
|
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|
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|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
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|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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|
Chelsea Counsel Co
|
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|
|
North Capital, Inc.
|
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Once Capital Management, LLC
|
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|
HHM Wealth Advisors, LLC
|
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|
Bank of New Hampshire
|
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|
Canada Post Corp Registered Pension Plan
|
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Oak Harvest Investment Services
|
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|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
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|
|
|
Prosperity Financial Group, Inc.
|
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|
|
|
WealthTrak Capital Management LLC
|
|
|
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|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
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|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Brandywine Managers, Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
|
|
|
|
|
|
CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
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|
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|
|
Benedict Financial Advisors Inc
|
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|
True Vision MN LLC
|
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|
Syon Capital Llc
|
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|
Shepherd Financial Partners LLC
|
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|
Allred Capital Management, LLC
|
|
|
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|
|
Retirement Systems of Alabama
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
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|
|
Intech Investment Management Llc
|
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|
Callan Capital, LLC
|
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|
Snider Financial Group
|
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|
Glenmede Investment Management, LP
|
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|
Wealthfront Advisers Llc
|
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|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Whelan Financial
|
|
|
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|
Eisler Capital Management Ltd.
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
|
|
|
Coyle Financial Counsel LLC
|
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|
|
Laidlaw Wealth Management LLC
|
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|
Financial Connections Group, Inc.
|
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|
Baker Avenue Asset Management, LP
|
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|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
Arcadia Investment Management Corp/mi
|
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|
|
Smith, Salley & Associates
|
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|
Fedenia Advisers LLC
|
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|
Sachetta, LLC
|
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|
|
Graypoint LLC
|
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|
Principal Street Partners, LLC
|
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|
Checchi Capital Advisers, LLC
|
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|
Duncan Williams Asset Management, LLC
|
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Marshall Wace, Llp
|
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|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
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|
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|
|
Jupiter Wealth Management LLC
|
|
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|
|
Umpqua Bank
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
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|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
|
|
Good Life Advisors, LLC
|
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|
La Banque Postale Asset Management SA
|
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|
Southeast Asset Advisors Inc.
|
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|
Thrivent Financial For Lutherans
|
|
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|
|
E Fund Management (Hong Kong) Co., Ltd.
|
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|
Redwood Financial Network Corp
|
|
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|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
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|
Dunhill Financial, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Nwi Management Lp
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FNGG - Direxion Shares ETF Trust - Direxion Daily Select Large Caps & FANGs Bull 2X Shares
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
|
|
|
|
|
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
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Wesbanco Bank Inc
|
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
J. Goldman & Co LP
|
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|
Resona Asset Management Co.,Ltd.
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|
Blue Capital, Inc.
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|
Jones Financial Companies Lllp
|
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Atlas Legacy Advisors, LLC
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|
West Michigan Advisors, Llc
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
CAP Partners, LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
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|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
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|
Wilmar Advisors LLC
|
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|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
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|
Eukles Asset Management
|
|
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|
CoreCap Advisors, LLC
|
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|
Cushing Renaissance Fund
|
|
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|
Optimum Investment Advisors
|
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|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
DDD Partners, LLC
|
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|
Thomasville National Bank
|
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Simplex Trading, Llc
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AXS Investments LLC
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Aspetuck Financial Management LLC
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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Sentry Investment Management Llc
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
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|
Steel Peak Wealth Management LLC
|
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Cornerstone Select Advisors, LLC
|
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|
Reliant Investment Partners, LLC
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
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|
Diversified Trust Co
|
|
|
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|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
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|
Carnegie Capital Asset Management, LLC
|
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Change Path, LLC
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
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|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
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|
Curio Wealth, Llc
|
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|
Fiduciary Trust Co
|
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Kestra Investment Management, LLC
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Rafferty Asset Management, LLC
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Strategic Planning Group, Llc
|
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Walleye Capital LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
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|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Highview Capital Management LLC/DE/
|
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GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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|
Seven Springs Wealth Group, LLC
|
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Ntv Asset Management Llc
|
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FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
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|
IFM Investors Pty Ltd
|
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|
Proathlete Wealth Management Llc
|
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
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|
GuoLine Advisory Pte Ltd
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
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|
WealthPLAN Partners, LLC
|
|
|
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|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
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|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
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|
|
Optiver Holding B.V.
|
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|
Portside Wealth Group, LLC
|
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|
Gsa Capital Partners Llp
|
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|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
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|
Wedmont Private Capital
|
|
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|
J. Safra Sarasin Holding AG
|
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|
Fortress Private Ledger, Llc
|
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|
|
Shum Financial Group, Inc.
|
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|
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|
City Holding Co
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
ProVise Management Group, LLC
|
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|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Science & Technology Partners, L.P.
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF
|
|
|
|
|
|
Pinnacle Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
LexAurum Advisors, LLC
|
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|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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|
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
|
Intellus Advisors LLC
|
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|
DeDora Capital, Inc.
|
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|
Hudock, Inc.
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
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|
CHURCHILL MANAGEMENT Corp
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
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|
|
|
|
Franklin Resources Inc
|
|
|
|
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|
Cedar Mountain Advisors, LLC
|
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|
Raleigh Capital Management Inc.
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
|
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|
Financial Advocates Investment Management
|
|
|
|
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|
Cladis Investment Advisory, LLC
|
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|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Fortune 45 LLC
|
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|
Argonautica Private Wealth Management, Inc
|
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|
Csenge Advisory Group
|
|
|
|
|
|
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
|
|
|
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|
Goelzer Investment Management, Inc.
|
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|
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|
Fusion Capital, LLC
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
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|
|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
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|
Morse Asset Management, Inc
|
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|
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|
Coastal Investment Advisors, Inc.
|
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|
Titleist Asset Management, Llc
|
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|
Octavia Wealth Advisors, LLC
|
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|
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|
Avidian Wealth Solutions, LLC
|
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|
|
|
Journey Strategic Wealth Llc
|
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|
|
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|
Hsbc Holdings Plc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
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|
BOCHK Asset Management Ltd
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
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|
Janus Henderson Group Plc
|
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|
Wolff Wiese Magana Llc
|
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|
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|
Leibman Financial Services, Inc.
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
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|
Avaii Wealth Management, Llc
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Phoenix Holdings Ltd.
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Field & Main Bank
|
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|
Neuberger Berman Group LLC
|
|
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|
Nilsine Partners, LLC
|
|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
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|
Brighton Jones Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
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|
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|
Mirador Capital Partners LP
|
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|
Ubs Asset Management Americas Inc
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
China Universal Asset Management Co., Ltd.
|
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|
Nwam Llc
|
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|
GFG Capital, LLC
|
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|
MN Wealth Advisors, LLC
|
|
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|
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|
Brevan Howard Capital Management LP
|
|
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|
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|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
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|
Advisory Resource Group
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
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|
|
Signature Wealth Management Group
|
|
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|
|
|
Czech National Bank
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
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|
LMR Partners LLP
|
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|
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|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
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|
Binnacle Investments Inc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Sugar Maple Asset Management, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
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|
Vestcor Inc
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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Avion Wealth
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Two Sigma Advisers, Lp
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Amplify ETF Trust - Amplify AI Powered Equity ETF
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Kcm Investment Advisors Llc
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RMR Wealth Builders
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
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Joseph P. Lucia & Associates, LLC
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Skopos Labs, Inc.
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Stifel Financial Corp
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ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares
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Jaffetilchin Investment Partners, LLC
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LaSalle St. Investment Advisors, LLC
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Resources Investment Advisors, LLC.
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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Evolution Wealth Management Inc.
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TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
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Parallax Volatility Advisers, L.P.
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PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
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Andra AP-fonden
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Meridian Financial, LLC
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Platform Technology Partners
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CI Private Wealth, LLC
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Mirae Asset Global Investments Co., Ltd.
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STF Management LP
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Stance Capital Llc
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Byrne Asset Management LLC
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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Caliber Wealth Management, LLC / KS
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
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Quest Partners LLC
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Vanguard Group Inc
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
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SWAN Capital LLC
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Altshuler Shaham Ltd
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Romano Brothers And Company
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Jericho Financial, Llp
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Avalon Global Asset Management LLC
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Stablepoint Partners, LLC
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
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MetLife Investment Management, LLC
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WPG Advisers, LLC
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Northwestern Mutual Wealth Management Co
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Voleon Capital Management Lp
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Pictet Asset Management Holding SA
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Princeton Capital Management Llc
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
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Northeast Investment Management
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First Pacific Financial
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
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CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A
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STRV - EA Series Trust - Strive 500 ETF
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Kovitz Investment Group Partners, LLC
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Mufg Securities Americas Inc.
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Mirabella Financial Services Llp
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Mariner, LLC
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Hutchinson Financial Advisors, INC
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Lazard Asset Management Llc
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Guidance Capital, Inc
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Signature Wealth Management Partners, LLC
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
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Drucker Wealth 3.0, LLC
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Consolidated Portfolio Review Corp
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Arlington Financial Advisors, LLC
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GenTrust, LLC
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Optimize Financial Inc
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Boltwood Capital Management
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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Trifecta Capital Advisors, LLC
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Tiger Global Management Llc
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Pacer Advisors, Inc.
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Yukon Wealth Management, Inc.
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ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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State Board Of Administration Of Florida Retirement System
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Lombard Odier Asset Management (Switzerland) SA
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Summit Financial, LLC
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WMG Financial Advisors, LLC
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Aristotle Atlantic Partners, Llc
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MGB Wealth Management, LLC
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Montag A & Associates Inc
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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Wd Rutherford Llc
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Crown Wealth Group, LLC
|
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Exencial Wealth Advisors, Llc
|
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Capstone Financial Advisors, Inc.
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Eagle Strategies LLC
|
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Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
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NorthRock Partners, LLC
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Qube Research & Technologies Ltd
|
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WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
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Jacksonville Wealth Management, LLC
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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APG Asset Management N.V.
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Azimuth Capital Investment Management LLC
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Paragon Private Wealth Management, LLC
|
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Calamos Advisors LLC
|
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Strategic Blueprint, LLC
|
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Essex Savings Bank
|
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Eastern Bank
|
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Capital Advisors Inc/ok
|
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Cape Investment Advisory, Inc.
|
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Savant Capital, LLC
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Austin Private Wealth, LLC
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Allianzgi Equity & Convertible Income Fund
|
|
|
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|
|
Covenant Partners, LLC
|
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|
EverSource Wealth Advisors, LLC
|
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
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|
Ferguson Wellman Capital Management, Inc
|
|
|
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|
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CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
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|
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
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Aviva Plc
|
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|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
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Wise Wealth Partners
|
|
|
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|
Brandywine Trust Co
|
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GHP Investment Advisors, Inc.
|
|
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Mainstay Capital Management Llc /adv
|
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|
|
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
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Garde Capital, Inc.
|
|
|
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Asset Management One Co., Ltd.
|
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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Quantinno Capital Management LP
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