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Independent Advisor Alliance
|
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Cherry Creek Investment Advisors, Inc.
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Platform Technology Partners
|
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|
SBI Securities Co., Ltd.
|
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|
Rakuten Securities, Inc.
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
Fortitude Advisory Group L.L.C.
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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|
SkyOak Wealth, LLC
|
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|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
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|
Qtron Investments LLC
|
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|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
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|
RMG Wealth Management LLC
|
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|
Venture Visionary Partners LLC
|
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|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
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|
NEOS Investment Management LLC
|
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|
Skandinaviska Enskilda Banken AB (publ)
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|
AE Wealth Management LLC
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|
Xponance, Inc.
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Pensionmark Financial Group, Llc
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Stephens Consulting, LLC
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Investment Partners, Ltd.
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APG Asset Management N.V.
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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JustInvest LLC
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Amundi
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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IMA Wealth, Inc.
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ExodusPoint Capital Management, LP
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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|
Simplex Trading, Llc
|
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Blue Grotto Capital, LLC
|
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Naviter Wealth, LLC
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Swisher Financial Concepts, Inc.
|
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Hemington Wealth Management
|
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Tema ETF Trust - Tema Electrification ETF
|
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|
Riggs Asset Managment Co. Inc.
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|
First Dallas Securities Inc.
|
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Dark Forest Capital Management Lp
|
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Resources Investment Advisors, LLC.
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Flagship Harbor Advisors, Llc
|
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TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
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|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Washington Capital Management Inc
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Clearfield Capital Management Lp
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Glynn Capital Management Llc
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Perpetual Ltd
|
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|
Cornerstone Planning Group LLC
|
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Mcdonald Partners Llc
|
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JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
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|
Renaissance Technologies Llc
|
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Maryland Capital Advisors Inc.
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
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|
We Are One Seven, LLC
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
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|
Stanley Capital Management, LLC
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
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|
Intech Investment Management Llc
|
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LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
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|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
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|
Fourth Dimension Wealth, LLC
|
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|
Graham Capital Management, L.P.
|
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Caldwell Investment Management Ltd.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
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|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
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|
Shell Asset Management Co
|
|
|
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|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
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|
|
Kingsman Wealth Management, Inc.
|
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|
Dover Advisors, Llc
|
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|
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|
Rhumbline Advisers
|
|
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|
Mv Capital Management, Inc.
|
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|
Plato Investment Management Ltd
|
|
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|
Vontobel Holding Ltd.
|
|
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|
Nwam Llc
|
|
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|
Bank Of Hawaii
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Union Square Park Capital Management, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Pennant Investors, Lp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Intermede Investment Partners Ltd
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
Candelo Capital Management LP
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
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Pnc Financial Services Group, Inc.
|
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|
Walleye Capital LLC
|
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|
Ring Mountain Capital, LLC
|
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|
Rokos Capital Management LLP
|
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|
Castle Rock Wealth Management, LLC
|
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|
Glen Eagle Advisors, LLC
|
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|
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|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
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|
Freemont Management S.A.
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Nbc Securities, Inc.
|
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|
Benjamin Edwards Inc
|
|
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|
Menard Financial Group LLC
|
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|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
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|
Sigma Planning Corp
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
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|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
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|
Capital Fund Management S.a.
|
|
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|
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|
Davidson Capital Management Inc.
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
Polar Capital Holdings Plc
|
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|
|
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Dynasty Wealth Management, Llc
|
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|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
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|
Brinker Capital Investments, LLC
|
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Larson Financial Group LLC
|
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Bulltick Wealth Management, LLC
|
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|
Nuveen, LLC
|
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|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
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|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
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|
|
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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|
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|
Stephens Investment Management Group LLC
|
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|
EP Wealth Advisors, Inc.
|
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|
WPG Advisers, LLC
|
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|
Principal Street Partners, LLC
|
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|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
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|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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|
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|
Vermillion Wealth Management, Inc.
|
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|
Enclave Advisors LLC
|
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Creative Capital Management Investments LLC
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
|
|
Creative Planning
|
|
|
|
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|
NorthRock Partners, LLC
|
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|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
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|
|
|
Prakash Investment Advisors Llc
|
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|
Applied Finance Capital Management, LLC
|
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|
Beacon Financial Advisory LLC
|
|
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|
|
|
Galvin, Gaustad & Stein, LLC
|
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|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
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|
NewEdge Wealth, LLC
|
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|
Regions Financial Corp
|
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Man Group plc
|
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Assenagon Asset Management S.A.
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
Trivest Advisors Ltd
|
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|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
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|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
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|
|
BlackRock Innovation & Growth Trust
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Central Asset Investments & Management Holdings (HK) Ltd
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Ripple Effect Asset Management LP
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Mane Global Capital Management Lp
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Blue Whale Capital LLP
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
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New Age Alpha Advisors, LLC
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OneAscent Financial Services LLC
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BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
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Arthur M. Cohen & Associates, Llc
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
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Tidemark, LLC
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Westbourne Investments, Inc.
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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Harbour Investments, Inc.
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Vaughan Nelson Investment Management, L.p.
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
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HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
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GLOBALT Investments LLC / GA
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
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Fiduciary Trust Co
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Atlantic Union Bankshares Corp
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Groupe la Francaise
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Hennion & Walsh Asset Management, Inc.
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
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Wealthbridge Capital Management, Llc
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Catalyst Funds Management Pty Ltd
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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FSA Advisors, Inc.
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
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Colonial River Wealth Management, LLC
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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Strs Ohio
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Caption Management, LLC
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TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
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Hager Investment Management Services, Llc
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STRV - EA Series Trust - Strive 500 ETF
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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Kera Capital Partners, Inc.
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TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
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Baird Financial Group, Inc.
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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Cetera Investment Advisers
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
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BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
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Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
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Capula Management Ltd
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Optimize Financial Inc
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Benchmark Investment Advisors LLC
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National Bank Of Canada /fi/
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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World Equity Group, Inc.
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Versant Capital Management, Inc
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Cloverfields Capital Group, Lp
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Godsey & Gibb Associates
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Perigon Wealth Management, LLC
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Aspect Partners, LLC
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Trinity Financial Advisors LLC
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Clal Insurance Enterprises Holdings Ltd
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FDx Advisors, Inc.
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Lido Advisors, LLC
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Hilltop Holdings Inc.
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Smithbridge Asset Management Inc/de
|
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Reaves W H & Co Inc
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Gwn Securities Inc.
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Alerus Financial Na
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
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Leavell Investment Management, Inc.
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Opinicus Capital, Inc.
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Kornitzer Capital Management Inc /ks
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HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
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IAM Advisory, LLC
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CRA Financial Services, LLC
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Concord Wealth Partners
|
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IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
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FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
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Mirova
|
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ORG Partners LLC
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Price T Rowe Associates Inc /md/
|
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FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
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Lebenthal Global Advisors, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Green Square Capital Advisors Llc
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
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CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
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Mpwm Advisory Solutions, Llc
|
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Edgestream Partners, L.P.
|
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Seldon Capital Lp
|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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|
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
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|
AdvisorNet Financial, Inc
|
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|
Nixon Peabody Trust Co
|
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|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Game Creek Capital, LP
|
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|
|
GWM Advisors LLC
|
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|
|
BlackRock, Inc.
|
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|
Prudential Financial Inc
|
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|
Truist Financial Corp
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
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|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
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|
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|
Huntleigh Advisors, Inc.
|
|
|
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|
|
Consolidated Portfolio Review Corp
|
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|
|
Trexquant Investment LP
|
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|
Cromwell Holdings LLC
|
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|
Simon Quick Advisors, Llc
|
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|
American Century Companies Inc
|
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|
Sculptor Capital LP
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
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|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
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|
Swedbank AB
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
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|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Riposte Capital Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Chescapmanager LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
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|
|
|
Aspetuck Financial Management LLC
|
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|
Advisors Asset Management, Inc.
|
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|
California State Teachers Retirement System
|
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|
Park Place Capital Corp
|
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|
Great Lakes Advisors, Llc
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
FineMark National Bank & Trust
|
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|
Goodlander Investment Management, LLC
|
|
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|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
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|
Seacrest Wealth Management, Llc
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
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|
CX Institutional
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
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|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
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|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
|
Cito Capital Group, LLC
|
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Westpac Banking Corp
|
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Resources Management Corp /ct/ /adv
|
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Cresset Asset Management, LLC
|
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Aviva Plc
|
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Fedenia Advisers LLC
|
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SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
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|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
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|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
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Atom Investors LP
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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|
|
|
Fisher Asset Management, LLC
|
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|
Reliant Investment Partners, LLC
|
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CoreCap Advisors, LLC
|
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USS Investment Management Ltd
|
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Toronto Dominion Bank
|
|
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Whale Rock Capital Management LLC
|
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RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
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Wedmont Private Capital
|
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|
Global X Japan Co., Ltd.
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
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|
Value Aligned Research Advisors, LLC
|
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|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Nations Financial Group Inc, /ia/ /adv
|
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Citizens Financial Group Inc/ri
|
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Paradoxiom Capital L.P.
|
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VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
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|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
|
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|
|
DT Investment Partners, LLC
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Meiji Yasuda Life Insurance Co
|
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|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
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|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
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Eos Management, L.P.
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
Concorde Asset Management, LLC
|
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|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Next Century Growth Investors Llc
|
|
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|
|
|
1620 Investment Advisors, Inc.
|
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|
OMERS ADMINISTRATION Corp
|
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|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Addison Advisors LLC
|
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|
|
Lindbrook Capital, Llc
|
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|
|
GAMMA Investing LLC
|
|
|
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|
|
Knollwood Investment Advisory, LLC
|
|
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|
|
Avalon Global Asset Management LLC
|
|
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|
|
Hsbc Holdings Plc
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
OPTIMAS CAPITAL Ltd
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Oasis Management Co Ltd.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
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|
Two Sigma Advisers, Lp
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
Point72 Asia (Singapore) Pte. Ltd.
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|
E Fund Management (Hong Kong) Co., Ltd.
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|
Bell Investment Advisors, Inc
|
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MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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|
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|
Intellectus Partners, LLC
|
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|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
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|
Calton & Associates, Inc.
|
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|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Aspire Private Capital, LLC
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
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|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
|
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|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
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|
Prosperity Wealth Management, Inc.
|
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|
Commonwealth Equity Services, Llc
|
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|
Wealth Management Associates, Inc.
|
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|
Parsons Capital Management Inc/ri
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
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|
LaSalle St. Investment Advisors, LLC
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
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|
Sagespring Wealth Partners, Llc
|
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Klp Kapitalforvaltning As
|
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Yousif Capital Management, Llc
|
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FNY Investment Advisers, LLC
|
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|
Williams Jones Wealth Management, LLC.
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Ntv Asset Management Llc
|
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Red Tortoise LLC
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
RFG Advisory, LLC
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
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|
Cladis Investment Advisory, LLC
|
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|
Oak Ridge Investments Llc
|
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Trilogy Capital Inc.
|
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|
Bank Of America Corp /de/
|
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|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
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|
Elm Partners Management LLC
|
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|
Putnam Fl Investment Management Co
|
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|
EFG Asset Management (North America) Corp.
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
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|
CVA Family Office, LLC
|
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|
Kcm Investment Advisors Llc
|
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Aristeia Capital Llc
|
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Wd Rutherford Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
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|
Phoenix Holdings Ltd.
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
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|
Family Legacy Financial Solutions, LLC
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Blue Door Asset Management, LLC
|
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|
National Asset Management, Inc.
|
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|
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares
|
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|
|
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|
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
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|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
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|
Twin Tree Management, LP
|
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|
Asahi Life Asset Management Co., Ltd.
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Siren, L.L.C.
|
|
|
|
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|
Bank of Jackson Hole Trust
|
|
|
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|
VSM Wealth Advisory, LLC
|
|
|
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|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
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|
|
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares
|
|
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|
|
|
Moneta Group Investment Advisors Llc
|
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|
|
Sterling Capital Management LLC
|
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|
Nemes Rush Group LLC
|
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|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
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|
Bamco Inc /ny/
|
|
|
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|
|
Wellington Management Group Llp
|
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|
Holocene Advisors, LP
|
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|
Goldstein Advisors, LLC
|
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|
|
Vestmark Advisory Solutions, Inc.
|
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|
Baldwin Investment Management, LLC
|
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|
Pinnacle Associates Ltd
|
|
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|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
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|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND
|
|
|
|
|
|
MYDA Advisors LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Senator Investment Group LP
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
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Inscription Capital, LLC
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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Prudential Plc
|
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Liontrust Investment Partners LLP
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Sargent Investment Group, LLC
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Fishman Jay A Ltd/mi
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SG Americas Securities, LLC
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Alyeska Investment Group, L.P.
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Kane Investment Management, Inc.
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Morgan Stanley
|
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PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
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Northern Trust Corp
|
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Grove Bank & Trust
|
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Credit Agricole S A
|
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O'shaughnessy Asset Management, Llc
|
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AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
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Harbor Advisors LLC
|
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SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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Maridea Wealth Management LLC
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Warren Averett Asset Management, LLC
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Hudock, Inc.
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Aware Super Pty Ltd as trustee of Aware Super
|
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Mission Wealth Management, Lp
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WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Grange Capital, LLC
|
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Seascape Capital Management
|
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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Summerhill Capital Management lnc.
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Hodges Capital Management Inc.
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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Salem Investment Counselors Inc
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AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
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Ossiam
|
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Paradigm Financial Partners, Llc
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Davidson Kempner Capital Management Lp
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Bard Financial Services, Inc.
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Guerra Pan Advisors, Llc
|
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Hardman Johnston Global Advisors LLC
|
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MQS Management LLC
|
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VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
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BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
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Beacon Pointe Advisors, LLC
|
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Bouvel Investment Partners, LLC
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Avanza Fonder AB
|
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BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Rosenberg Matthew Hamilton
|
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Blackrock Utility & Infrastructure Trust
|
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Bnp Paribas Arbitrage, Sa
|
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XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
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Impax Asset Management Group plc
|
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Portolan Capital Management, LLC
|
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Capital Planning Advisors, LLC
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Atlantic Edge Private Wealth Management, LLC
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Howard Capital Management Inc.
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Lazard Asset Management Llc
|
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Tiaa Trust, National Association
|
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SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
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Carroll Investors, Inc
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
HFM Investment Advisors, LLC
|
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SPX Equities Gestao de Recursos Ltda
|
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LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
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|
Captrust Financial Advisors
|
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Thematics Asset Management
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
Hancock Whitney Corp
|
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
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Vinva Investment Management Ltd
|
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Lyell Wealth Management, Lp
|
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Mid-American Wealth Advisory Group, Inc.
|
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|
Albion Financial Group /ut
|
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Total Clarity Wealth Management, Inc.
|
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Mml Investors Services, Llc
|
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Cannon Global Investment Management, LLC
|
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|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
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|
Gabelli Funds Llc
|
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|
Southeast Asset Advisors Inc.
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
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|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
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|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Covalis Capital Llp
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Alta Park Capital, LP
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
LDR Capital Management LLC
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Cooperman Leon G
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
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WealthPlan Investment Management, LLC
|
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|
IFP Advisors, Inc
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Crewe Advisors LLC
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
Cyndeo Wealth Partners, LLC
|
|
|
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|
Allworth Financial LP
|
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|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
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|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
|
|
Krilogy Financial LLC
|
|
|
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|
Smith, Moore & Co.
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Maryland State Retirement & Pension System
|
|
|
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|
Outlook Wealth Advisors, LLC
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
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Sycomore Asset Management
|
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|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Orion Portfolio Solutions, LLC
|
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Pacer Advisors, Inc.
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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|
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|
CWM Advisors, LLC
|
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Harmony Asset Management Llc
|
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Aqr Capital Management Llc
|
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|
Mason & Associates Inc
|
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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|
|
Arnhold LLC
|
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Sierra Ocean, Llc
|
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|
|
|
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
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|
|
Commerce Bank
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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|
|
Beck Capital Management, Llc
|
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|
Massachusetts Financial Services Co /ma/
|
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|
Dudley Capital Management, Llc
|
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|
Hurley Capital, LLC
|
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|
Telligent Fund, LP
|
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|
Legal & General Group Plc
|
|
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|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
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|
|
M&t Bank Corp
|
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|
Needham Investment Management Llc
|
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Millennium Management Llc
|
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|
Element Pointe Advisors, Llc
|
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RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
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|
|
Daymark Wealth Partners, Llc
|
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|
Guidance Capital, Inc
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
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|
|
Ballentine Partners, LLC
|
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|
|
CIBC World Markets Inc.
|
|
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|
Accent Capital Management, LLC
|
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|
|
Raleigh Capital Management Inc.
|
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|
Vanguard Group Inc
|
|
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|
|
Private Advisor Group, LLC
|
|
|
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|
|
Rise Advisors, LLC
|
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|
|
Verus Capital Partners, Llc
|
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|
|
Atria Investments Llc
|
|
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|
|
Stance Capital Llc
|
|
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|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Pennant Select, LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Engine No. 1 Llc
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Point72 Italy, S.r.l.
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Arlington Capital Management, Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Ratan Capital Management LP
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
New South Capital Management Inc
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Keystone Investors Pte Ltd
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
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|
|
Loup Funds, LLC
|
|
|
|
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|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
|
|
|
L2 Asset Management, LLC
|
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|
Thames Capital Management Llc
|
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|
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|
Gladstone Institutional Advisory LLC
|
|
|
|
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|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
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|
Titleist Asset Management, Llc
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
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|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
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|
CastleKnight Management LP
|
|
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
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|
MidWestOne Financial Group, Inc.
|
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
Compagnie Lombard Odier SCmA
|
|
|
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|
Janney Montgomery Scott LLC
|
|
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|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
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|
Ellevest, Inc.
|
|
|
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|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Copia Wealth Management
|
|
|
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|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
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|
Callan Family Office, LLC
|
|
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|
|
|
PineBridge Investments, L.P.
|
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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|
Bwcp, Lp
|
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|
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|
Fort Sheridan Advisors Llc
|
|
|
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|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
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|
|
Norges Bank
|
|
|
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|
Coastal Bridge Advisors, LLC
|
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|
PDS Planning, Inc
|
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|
Change Path, LLC
|
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|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
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|
Winslow Capital Management, LLC
|
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|
D.a. Davidson & Co.
|
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|
Onyx Bridge Wealth Group LLC
|
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|
North Capital, Inc.
|
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|
Signature Estate & Investment Advisors Llc
|
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|
DB Fitzpatrick & Co, Inc
|
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Covestor Ltd
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
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|
Smithfield Trust Co
|
|
|
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
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|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
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|
ROSS\JOHNSON & Associates LLC
|
|
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|
VestGen Advisors, LLC
|
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Transcendent Capital Group LLC
|
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|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
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|
Cornerstone Capital, Inc.
|
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|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
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|
TigerOak Management, L.L.C.
|
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|
Bank Of Nova Scotia
|
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|
Argent Trust Co
|
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|
Alliancebernstein L.p.
|
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|
Sovran Advisors, LLC
|
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|
City Holding Co
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
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|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
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|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
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|
|
|
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Hood River Capital Management LLC
|
|
|
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|
|
Spire Wealth Management
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
WT Asset Management Ltd
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Anomaly Capital Management, LP
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
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Strategic Global Advisors, LLC
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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Hughes Financial Services, LLC
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Tradewinds Capital Management, LLC
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1858 Wealth Management, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
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XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
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Kapitalo Investimentos Ltda
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B. Metzler seel. Sohn & Co. AG
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Polymer Capital Management (US) LLC
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Northwestern Mutual Wealth Management Co
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Bowen Hanes & Co Inc
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
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Boston Common Asset Management, LLC
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FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
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DARP - Tidal Trust II - Grizzle Growth ETF
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BlackRock ETF Trust - BlackRock Large Cap Growth ETF
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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Centaurus Financial, Inc.
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Osterweis Capital Management Inc
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EverSource Wealth Advisors, LLC
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
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Camden Capital, LLC
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Optas, LLC
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Floyd Financial Group Llc
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Mosaic Advisors LLC
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
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Himension Fund
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Nierenberg Investment Management Company, Inc.
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Quaero Capital S.A.
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Stratos Wealth Partners, LTD.
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
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Kaufman Rossin Wealth, LLC
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CBIZ Investment Advisory Services, LLC
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Spirit Of America Management Corp/ny
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Moors & Cabot, Inc.
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Pineridge Advisors LLC
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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Manchester Capital Management LLC
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CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
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Bokf, Na
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SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
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Balboa Wealth Partners
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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Everhart Financial Group, Inc.
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Peak Financial Advisors Llc
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
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ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
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Icon Wealth Advisors, LLC
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
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Rollins Financial Advisors, LLC
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Bridgefront Capital, LLC
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TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
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NODE - VanEck Funds - Onchain Economy ETF
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Rithm Capital Corp.
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MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
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Ethic Inc.
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Reuter James Wealth Management, Llc
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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IAG Wealth Partners, LLC
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Parkside Financial Bank & Trust
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AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
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Hollencrest Capital Management
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Quest 10 Wealth Builders, Inc.
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
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Blume Capital Management, Inc.
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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WealthTrak Capital Management LLC
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Barrett & Company, Inc.
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
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RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
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Toroso Investments, LLC
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Goldman Sachs Group Inc
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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Private Trust Co Na
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Advisor OS, LLC
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SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
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Chesley Taft & Associates LLC
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Reynders McVeigh Capital Management, LLC
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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McKinley Carter Wealth Services, Inc.
|
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Creative Financial Designs Inc /adv
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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Patriot Financial Group Insurance Agency, LLC
|
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Navellier & Associates Inc
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Wealth Preservation Advisors, LLC
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