|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
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|
|
DAVENPORT & Co LLC
|
|
|
|
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VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
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|
Franklin Street Advisors Inc /nc
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|
SOL Capital Management CO
|
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|
Forum Financial Management, LP
|
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Wealth Enhancement Advisory Services, Llc
|
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|
Quantessence Capital LLC
|
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|
Jones Financial Companies Lllp
|
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Sunbelt Securities, Inc.
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
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City State Bank
|
|
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CI Private Wealth, LLC
|
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EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Arrowpoint Investment Partners (Singapore) Pte. Ltd.
|
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Versant Capital Management, Inc
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Claro Advisors LLC
|
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Mn Services Vermogensbeheer B.V.
|
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Tremblant Capital Group
|
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Empirical Capital Management, LLC
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Elevate Capital Advisors, LLC
|
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Traub Capital Management LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Morangie Management LLC
|
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Citizens Financial Group Inc/ri
|
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Legacy Wealth Managment, LLC/ID
|
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Game Plan Financial Advisors, LLC
|
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Thrivent Financial For Lutherans
|
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Caption Management, LLC
|
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|
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|
First PREMIER Bank
|
|
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Future Financial Wealth Managment LLC
|
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|
Sawyer & Company, Inc
|
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Mariner, LLC
|
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Clearbridge Investments, LLC
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Beacon Capital Management, LLC
|
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Eastern Bank
|
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SJS Investment Consulting Inc.
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Amundi
|
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Darden Wealth Group Inc
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Kera Capital Partners, Inc.
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Pier 88 Investment Partners Llc
|
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Perennial Investment Advisors, LLC
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
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Wolverine Trading, Llc
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
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|
M&t Bank Corp
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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Mediolanum International Funds Ltd
|
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Alyeska Investment Group, L.P.
|
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Net Worth Advisory Group
|
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|
Cornerstone Planning Group LLC
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
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|
|
Whale Rock Capital Management LLC
|
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|
Venture Visionary Partners LLC
|
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Stifel Financial Corp
|
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Sarver Vrooman Wealth Advisors
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
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|
Metis Global Partners, LLC
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
True Wealth Design, LLC
|
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|
Quantinno Capital Management LP
|
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Dynamic Advisor Solutions LLC
|
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Commonwealth Equity Services, Llc
|
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|
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A
|
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|
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares
|
|
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|
Toth Financial Advisory Corp
|
|
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|
CVA Family Office, LLC
|
|
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|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
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|
Aigen Investment Management, Lp
|
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|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Sippican Capital Advisors
|
|
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|
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|
Ipswich Investment Management Co., Inc.
|
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|
Bank & Trust Co
|
|
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|
Ostrum Asset Management
|
|
|
|
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|
Rafferty Asset Management, LLC
|
|
|
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|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
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|
|
Allen Capital Group, LLC
|
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|
American Capital Advisory, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
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|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Profunds - Profund Vp Internet
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
BETZ - Listed Funds Trust - Roundhill Sports Betting & iGaming ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
Portolan Capital Management, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Whetstone Capital Advisors, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
ARKK - Ark ETF Trust - ARK Innovation ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Spruce House Investment Management Llc
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
|
|
|
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Brevan Howard Capital Management LP
|
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PayPay Securities Corp
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Polar Asset Management Partners Inc.
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Kayne Anderson Rudnick Investment Management Llc
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
Citigroup Inc
|
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|
Zevenbergen Capital Investments Llc
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Jane Street Group, Llc
|
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|
Pandora Wealth, Inc.
|
|
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|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
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|
Pilgrim Partners Asia Pte Ltd
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|
Kestra Private Wealth Services, Llc
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|
FNY Investment Advisers, LLC
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|
Candriam Luxembourg S.C.A.
|
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|
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|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
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|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
Kentucky Retirement Systems
|
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|
Teacher Retirement System Of Texas
|
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Harbor Investment Advisory, Llc
|
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GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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|
Moors & Cabot, Inc.
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Nicholas Investment Partners, LP
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BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND
|
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|
Walleye Capital LLC
|
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Quantitative Investment Management, LLC
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
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Corient IA LLC
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WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
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|
Nuveen, LLC
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JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
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Silvercrest Asset Management Group Llc
|
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Means Investment Co., Inc.
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ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
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|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
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Federation des caisses Desjardins du Quebec
|
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Lazard Asset Management Llc
|
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Avantax Advisory Services, Inc.
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GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
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|
IFG Advisors, LLC
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Jackson Thornton Asset Management, Llc
|
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Nilsine Partners, LLC
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Assetmark, Inc
|
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Drucker Wealth 3.0, LLC
|
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Cubist Systematic Strategies, LLC
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Siemens Fonds Invest GmbH
|
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Mackenzie Financial Corp
|
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Tradewinds Capital Management, LLC
|
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|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
Peak6 Llc
|
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|
Delos Wealth Advisors, LLC
|
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|
Advisors Asset Management, Inc.
|
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|
Forsta Ap-fonden
|
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|
Patten & Patten Inc/tn
|
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|
Iron Horse Wealth Management, LLC
|
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|
Mutual Advisors, LLC
|
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Consolidated Investment Group LLC
|
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|
Cwm, Llc
|
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Asset Management One Co., Ltd.
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CIBC World Markets Inc.
|
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Knollwood Investment Advisory, LLC
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Signaturefd, Llc
|
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Rise Advisors, LLC
|
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Wealthspire Advisors, LLC
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
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|
Pacifica Partners Inc.
|
|
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|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
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|
Gotham Asset Management, LLC
|
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|
Stablepoint Partners, LLC
|
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|
Boothbay Fund Management, Llc
|
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|
Cigna Investments Inc /new
|
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Invenomic Capital Management LP
|
|
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|
Balyasny Asset Management Llc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
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|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
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|
|
|
|
Garner Asset Management Corp
|
|
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|
|
Dark Forest Capital Management Lp
|
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|
|
Parallel Advisors, LLC
|
|
|
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|
|
Ardmore Road Asset Management LP
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Cadian Capital Management, Lp
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Capital Impact Advisors, LLC
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Owl Creek Asset Management, L.P.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Coronation Fund Managers Ltd.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Contour Asset Management LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
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|
|
Copia Wealth Management
|
|
|
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|
|
Css Llc/il
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
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|
|
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|
CenterBook Partners LP
|
|
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|
Alliancebernstein L.p.
|
|
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|
|
|
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class
|
|
|
|
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|
Wells Fargo & Company/mn
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
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SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
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|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
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|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
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|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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|
Norges Bank
|
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|
Mane Global Capital Management Lp
|
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|
Truist Financial Corp
|
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CWA Asset Management Group, LLC
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Estabrook Capital Management
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
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|
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BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K
|
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|
Scopus Asset Management, L.p.
|
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Alden Global Capital LLC
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
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|
Yousif Capital Management, Llc
|
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Schonfeld Strategic Advisors LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Islay Capital Management, Llc
|
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|
PDT Partners, LLC
|
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|
Center for Financial Planning, Inc.
|
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|
Warm Springs Advisors Inc.
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
EULAV Asset Management
|
|
|
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|
Tudor Investment Corp Et Al
|
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|
Sequoia Financial Advisors, LLC
|
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|
StoneX Group Inc.
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
Korea Investment CORP
|
|
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|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
|
Archford Capital Strategies, LLC
|
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|
|
Global X Japan Co., Ltd.
|
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|
Tsfg, Llc
|
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|
Raymond James Financial Inc
|
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|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
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|
|
Sapient Capital Llc
|
|
|
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|
|
Greystone Financial Group, LLC
|
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|
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|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Royce Value Trust Inc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
1492 Capital Management LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Penn Capital Management Co Inc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Ark Venture Fund
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Think Investments LP
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
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|
O'shaughnessy Asset Management, Llc
|
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
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|
Bank Of America Corp /de/
|
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|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
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|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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|
|
Northern Trust Corp
|
|
|
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|
Anthracite Investment Company, Inc.
|
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|
Wealth Forward, LLC
|
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|
|
SG Americas Securities, LLC
|
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|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Raine Capital LLC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Anomaly Capital Management, LP
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
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|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
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|
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|
|
Private Wealth Management Group, LLC
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
|
Oppenheimer Asset Management Inc.
|
|
|
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|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
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|
|
Ingalls & Snyder Llc
|
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|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
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|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
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|
CastleKnight Management LP
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
Geode Capital Management, Llc
|
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|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
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ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
|
|
|
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|
|
Winnow Wealth Llc
|
|
|
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|
|
LPL Financial LLC
|
|
|
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|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
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|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
StepStone Group LP
|
|
|
|
|
|
Goodnow Investment Group, Llc
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
BJK - VanEck Vectors ETF Trust - VanEck Vectors Gaming ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Eminence Capital, Lp
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Exor Capital LLP
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
M & L Capital Management Ltd
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
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|
Whipplewood Advisors, LLC
|
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|
NorthRock Partners, LLC
|
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|
Clear Investment Research, Llc
|
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Evolution Wealth Management Inc.
|
|
|
|
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|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
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|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
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|
Philadelphia Trust Co
|
|
|
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|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
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|
Hartland & Co., LLC
|
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|
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|
Stratos Wealth Advisors, LLC
|
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|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
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|
MTM Investment Management, LLC
|
|
|
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|
Worldquant Millennium Advisors Llc
|
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|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
BRYN MAWR TRUST Co
|
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|
Empowered Funds, LLC
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
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|
Andra AP-fonden
|
|
|
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|
Tyler-Stone Wealth Management
|
|
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|
Public Employees Retirement Association Of Colorado
|
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|
BlackRock, Inc.
|
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WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
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|
Bwcp, Lp
|
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|
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
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|
ORG Partners LLC
|
|
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|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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|
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|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
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|
Global Retirement Partners, LLC
|
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|
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
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|
Employees Retirement System of Texas
|
|
|
|
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|
Comerica Bank
|
|
|
|
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|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
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|
|
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|
Pinnacle Bancorp, Inc.
|
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|
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
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|
Hm Payson & Co
|
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|
Loomis Sayles & Co L P
|
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|
Strategic Planning Group, Llc
|
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Walleye Trading LLC
|
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California State Teachers Retirement System
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
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|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Abound Wealth Management
|
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Occudo Quantitative Strategies Lp
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
Qrg Capital Management, Inc.
|
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Silvant Capital Management LLC
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
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|
Fifth Third Bancorp
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
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|
Painted Porch Advisors LLC
|
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|
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|
Aqr Capital Management Llc
|
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|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
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|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
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|
Victory Capital Management Inc
|
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|
Utah Retirement Systems
|
|
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|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
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|
Future You Wealth Llc
|
|
|
|
|
|
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
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|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Wolf Hill Capital Management, LP
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
ODDS - Pacer Funds Trust - Pacer BlueStar Digital Entertainment ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Keystone Investors Pte Ltd
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Boulder Growth & Income Fund
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
RVER - Advisor Managed Portfolios - Trenchless Fund ETF
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Columbus Hill Capital Management, L.P.
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
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Bernard Wealth Management Corp.
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Belpointe Asset Management LLC
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Clough Global Opportunities Fund
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
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PrairieView Partners, LLC
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Principal Securities, Inc.
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Us Bancorp \de\
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Total Wealth Planning & Management, Inc.
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
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Nbw Capital Llc
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Community Bank, N.A.
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Intellus Advisors LLC
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ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
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First Dallas Securities Inc.
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GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
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Natixis Advisors, L.p.
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Fairman Group, LLC
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Carnegie Capital Asset Management, LLC
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Orion Portfolio Solutions, LLC
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GPS Wealth Strategies Group, LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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TFC Financial Management
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Xponance, Inc.
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
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Squarepoint Ops LLC
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Seelaus Asset Management LLC
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Lindbrook Capital, Llc
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DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund
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Allianz Se
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Prosperity Wealth Management, Inc.
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
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Intech Investment Management Llc
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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Bell Investment Advisors, Inc
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Divisadero Street Capital Management, LP
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Lecap Asset Management Ltd
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
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BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
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1248 Management, LLC
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
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YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A
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Geneos Wealth Management Inc.
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IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
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BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
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Rhumbline Advisers
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Atlas Venture Advisors, Inc.
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Koesten, Hirschmann & Crabtree, INC.
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
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Krilogy Financial LLC
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Independence Bank of Kentucky
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Oddo Bhf Asset Management Sas
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New England Capital Financial Advisors LLC
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Benjamin Edwards Inc
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Cohen Investment Advisors LLC
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Dunhill Financial, LLC
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Accordant Advisory Group Inc
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DecisionPoint Financial, LLC
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TCG Advisory Services, LLC
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Price T Rowe Associates Inc /md/
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NorthCrest Asset Manangement, LLC
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CIBC Private Wealth Group, LLC
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EP Wealth Advisors, Inc.
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GATEX - Gateway Trust - Gateway Fund Class A Shares
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
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Nissay Asset Management Corp /japan/ /adv
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Arlington Trust Co LLC
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CHICAGO TRUST Co NA
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Kornitzer Capital Management Inc /ks
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
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JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
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Commerce Bank
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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Calamos Advisors LLC
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Td Private Client Wealth Llc
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Garde Capital, Inc.
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
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Sofos Investments, Inc.
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Brinker Capital Investments, LLC
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Kentucky Retirement Systems Insurance Trust Fund
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Congress Wealth Management LLC / DE /
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Hsbc Holdings Plc
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Bleakley Financial Group, LLC
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UBS Group AG
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Gulf International Bank (UK) Ltd
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Quarry LP
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XTX Topco Ltd
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Golden State Wealth Management, LLC
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Crewe Advisors LLC
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Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
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Ameritas Advisory Services, LLC
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HighMark Wealth Management LLC
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HB Wealth Management, LLC
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Bank Of Montreal /can/
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Fortitude Family Office, LLC
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Axa S.a.
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
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JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
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