|
Primark Private Equity Investments Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
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|
|
Susquehanna Portfolio Strategies, LLC
|
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
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|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A
|
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|
Miracle Mile Advisors, LLC
|
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Capital International Sarl
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
Charles Schwab Investment Management Inc
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
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|
Quantinno Capital Management LP
|
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|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
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|
Nuveen, LLC
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
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|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
|
Inspire Trust Co, N.a.
|
|
|
|
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|
Cat Rock Capital Management Lp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
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|
|
DnB Asset Management AS
|
|
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|
MorganRosel Wealth Management, LLC
|
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|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
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|
|
Commonwealth Equity Services, Llc
|
|
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|
|
|
Commerce Bank
|
|
|
|
|
|
Larson Financial Group LLC
|
|
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|
|
Granite FO LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Advent International Corp/ma
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Kinetic Partners Management, LP
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Chescapmanager LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Explore Capital Management, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
K2 Principal Fund, L.p.
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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Morgan Stanley
|
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Warren Averett Asset Management, LLC
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SOUTH STATE Corp
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EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
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Citigroup Inc
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
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Triasima Portfolio Management inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
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Comerica Bank
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Beacon Investment Advisors Llc
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Parallel Advisors, LLC
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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Arizona State Retirement System
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
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Tortoise Investment Management, LLC
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Md Sass Investors Services Inc
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
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FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
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Principal Financial Group Inc
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LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
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Thrivent Financial For Lutherans
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Ethic Inc.
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Pinnacle Bancorp, Inc.
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JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
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BI Asset Management Fondsmaeglerselskab A/S
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BankPlus Trust Department
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WPG Advisers, LLC
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First Horizon Advisors, Inc.
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King Luther Capital Management Corp
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Elevation Series Trust - RiverNorth Patriot ETF
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
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Twinbeech Capital Lp
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Ghisallo Capital Management LLC
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Amundi
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
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Alps Advisors Inc
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Janus Henderson Group Plc
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Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
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Prana Capital Management, LP
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Captrust Financial Advisors
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Aspen Grove Capital, LLC
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TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
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Merit Financial Group, LLC
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Manufacturers Life Insurance Company, The
|
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PENN SERIES FUNDS INC - Mid Cap Growth Fund
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WUSAX - WANGER ADVISORS TRUST - Wanger USA
|
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Obermeyer Wood Investment Counsel, Lllp
|
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Franklin Resources Inc
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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Victory Capital Management Inc
|
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AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
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APG Asset Management N.V.
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Truist Financial Corp
|
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Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
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Keebeck Wealth Management, LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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Summit Trail Advisors, Llc
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State Of Wisconsin Investment Board
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Drucker Wealth 3.0, LLC
|
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IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
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FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
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Cambridge Investment Research Advisors, Inc.
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Cwm, Llc
|
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Maryland State Retirement & Pension System
|
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Copeland Capital Management, LLC
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Wesbanco Bank Inc
|
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Price T Rowe Associates Inc /md/
|
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Aquatic Capital Management LLC
|
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|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
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|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Cercano Management LLC
|
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IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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Ostrum Asset Management
|
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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|
Hilton Capital Management, LLC
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Covestor Ltd
|
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ADPV - Series Portfolios Trust - Adaptiv Select ETF
|
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|
Munro Partners
|
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|
Versant Capital Management, Inc
|
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|
Campbell & CO Investment Adviser LLC
|
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|
Algert Global Llc
|
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|
Vestor Capital, Llc
|
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|
Ronald Blue Trust, Inc.
|
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|
Barclays Plc
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
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|
Natixis Advisors, L.p.
|
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|
Parsons Capital Management Inc/ri
|
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|
Ossiam
|
|
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|
Richardson Financial Services Inc.
|
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|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
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|
Marshall Wace, Llp
|
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|
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|
Clearbridge Investments, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
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|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Grandeur Peak Global Advisors, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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|
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|
|
Hsbc Holdings Plc
|
|
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|
|
Global Retirement Partners, LLC
|
|
|
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|
Lmp Capital & Income Fund Inc.
|
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|
|
Goldman Sachs Group Inc
|
|
|
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|
Roxbury Financial LLC
|
|
|
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|
Mutual Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
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|
Traub Capital Management LLC
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
Brinker Capital Investments, LLC
|
|
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|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
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|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
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|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
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|
|
Steward Partners Investment Advisory, Llc
|
|
|
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|
|
State of New Jersey Common Pension Fund A
|
|
|
|
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|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
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|
Norges Bank
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
RDST Capital LLC
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Royce Global Value Trust, Inc.
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Smh Capital Advisors Inc
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A)
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
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Crewe Advisors LLC
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Capital World Investors
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Stock Portfolio - Stock Portfolio
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
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STXV - EA Series Trust - Strive 1000 Value ETF
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ExodusPoint Capital Management, LP
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
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AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
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CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
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Us Bancorp \de\
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Crawford Fund Management, LLC
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Tripletail Wealth Management, LLC
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Balyasny Asset Management Llc
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Susquehanna International Group, Llp
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Pnc Financial Services Group, Inc.
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Ensign Peak Advisors, Inc
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Partners Group Private Equity (master Fund), Llc
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Stephens Inc /ar/
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Millennium Management Llc
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Parkworth Wealth Management, Inc.
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Railway Pension Investments Ltd
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Harbour Investments, Inc.
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Kentucky Retirement Systems
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CENTRAL TRUST Co
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Princeton Global Asset Management LLC
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Cary Street Partner Investment Advisory Llc
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CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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CVA Family Office, LLC
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Freedom Day Solutions, LLC
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Lighthouse Investment Partners, LLC
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LPL Financial LLC
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Affinity Wealth Management Llc
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
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Utah Retirement Systems
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Hollencrest Capital Management
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Argent Trust Co
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Gsa Capital Partners Llp
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Hudson Valley Investment Advisors Inc /adv
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FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
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IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
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Headlands Technologies LLC
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IFC Advisors LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
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SFYX - Tidal ETF Trust - SoFi Next 500 ETF
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
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Dynasty Wealth Management, Llc
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Mercer Global Advisors Inc /adv
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Jane Street Group, Llc
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Kaizen Financial Strategies
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Regents Of The University Of California
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Ci Investments Inc.
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Magnetar Financial LLC
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BRYN MAWR TRUST Co
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GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
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IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
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Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
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MAI Capital Management
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
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Brevan Howard Capital Management LP
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INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
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Cortland Associates Inc/mo
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Bridgefront Capital, LLC
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Richard Bernstein Advisors LLC
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Stonegate Investment Group, LLC
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Border to Coast Pensions Partnership Ltd
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Private Trust Co Na
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Swiss National Bank
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FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares
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Deutsche Bank Ag\
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Pictet Asset Management Holding SA
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Corient IA LLC
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
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ArrowMark Colorado Holdings LLC
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Qube Research & Technologies Ltd
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HMI Capital Management, L.P.
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OMERS ADMINISTRATION Corp
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Avalon Trust Co
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Parallax Volatility Advisers, L.P.
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Atria Investments Llc
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Public Employees Retirement System Of Ohio
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FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
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Wells Fargo & Company/mn
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Callodine Capital Management, LP
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Capital International Investors
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
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Royal Bank Of Canada
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
State of Wyoming
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Meridian Wealth Management, LLC
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FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
Assetmark, Inc
|
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|
Mackenzie Financial Corp
|
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FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
Sage Advisors, Llc
|
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|
Fifth Third Bancorp
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
Verdence Capital Advisors LLC
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|
Russell Investments Group, Ltd.
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Quest Partners LLC
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|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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|
Center for Financial Planning, Inc.
|
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HighTower Advisors, LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
Toth Financial Advisory Corp
|
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|
Perfromance Wealth Partners, LLC
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Farther Finance Advisors, LLC
|
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Close Asset Management Ltd
|
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Cary Street Partners Financial Llc
|
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Twin Tree Management, LP
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TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Voloridge Investment Management, Llc
|
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SG Americas Securities, LLC
|
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|
Brown University
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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Walleye Capital LLC
|
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|
Engineers Gate Manager LP
|
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JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
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CIBC Asset Management Inc
|
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VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
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|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
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|
