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