|
Rossby Financial, LCC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
|
|
|
Whitford Management LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
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|
Maseco Llp
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
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|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
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|
J.Safra Asset Management Corp
|
|
|
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|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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|
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
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|
|
Anomaly Capital Management, LP
|
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|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
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|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
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Trust Co Of Toledo Na /oh/
|
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|
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|
Byrne Financial Freedom, Llc
|
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|
|
|
Watts Gwilliam & Co., LLC
|
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|
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|
|
American National Bank
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
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|
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|
Transamerica Financial Advisors, Inc.
|
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|
Echo Wealth Management, LLC
|
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|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
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|
Sovereign Financial Group, Inc.
|
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RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
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|
Shelton Capital Management
|
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|
Cinctive Capital Management LP
|
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Ostrum Asset Management
|
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|
Bank of Jackson Hole Trust
|
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|
Summa Corp.
|
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|
Optimum Investment Advisors
|
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|
Northwestern Mutual Wealth Management Co
|
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|
|
Engineers Gate Manager LP
|
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|
|
Van Hulzen Asset Management, LLC
|
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|
Eukles Asset Management
|
|
|
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|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
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|
Howard Financial Services, Ltd.
|
|
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
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|
Tidemark, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
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|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
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|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
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|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
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|
|
Asset Management One Co., Ltd.
|
|
|
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|
Raelipskie Partnership
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Valiant Capital Management, L.P.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Sycale Advisors (NY) LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Rivernorth Opportunities Fund, Inc.
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Exor Capital LLP
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
EVNT - AltShares Trust - AltShares Event-Driven ETF
|
|
|
|
|
|
Draper Asset Management, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
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Aaron Wealth Advisors LLC
|
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|
Linscomb & Williams, Inc.
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|
Lyrical Asset Management Lp
|
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BluePath Capital Management, LLC
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
DiMeo Schneider & Associates, L.L.C.
|
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Clean Yield Group
|
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|
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|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
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|
Gmt Capital Corp
|
|
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
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|
Mutual Advisors, LLC
|
|
|
|
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|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
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|
Los Angeles Capital Management Llc
|
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|
FT Vest Hedged Equity Income Fund: Series A2
|
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|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
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|
Militia Capital Partners, LP
|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
|
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|
Alpine Woods Capital Investors, Llc
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Scholtz & Company, Llc
|
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Advisory Resource Group
|
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Corton Capital Inc.
|
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Empower Advisory Group, LLC
|
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Parallel Advisors, LLC
|
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Vestcor Inc
|
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Alliancebernstein L.p.
|
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CIBC Asset Management Inc
|
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Manufacturers Life Insurance Company, The
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
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|
Congress Park Capital LLC
|
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|
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|
Albion Financial Group /ut
|
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Knuff & Co LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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Islay Capital Management, Llc
|
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FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
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|
Bensler, LLC
|
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|
Volterra Technologies LP
|
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Alberta Investment Management Corp
|
|
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
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|
|
FineMark National Bank & Trust
|
|
|
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|
Gryphon Financial Partners LLC
|
|
|
|
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|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
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|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
|
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|
UniSuper Management Pty Ltd
|
|
|
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|
Paradigm Capital Management, LLC/NV
|
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|
Lodestone Wealth Management LLC
|
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|
Balboa Wealth Partners
|
|
|
|
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|
BCGM Wealth Management, LLC
|
|
|
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|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
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|
GHP Investment Advisors, Inc.
|
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|
Weiss Asset Management LP
|
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|
Broadleaf Partners, LLC
|
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|
RPg Family Wealth Advisory, LLC
|
|
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|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
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|
1620 Investment Advisors, Inc.
|
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|
Shikiar Asset Management Inc
|
|
|
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|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
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|
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|
Ally Financial Inc.
|
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|
Courier Capital Llc
|
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|
Mayflower Financial Advisors, LLC
|
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|
AlpenGlobal Capital LLC
|
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|
Kathmere Capital Management, LLC
|
|
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|
Horizon Investment Services, LLC
|
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|
Pandora Wealth, Inc.
|
|
|
|
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|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Ardmore Road Asset Management LP
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Source Capital Inc /de/
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Glenview Capital Management, Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Saba Capital Management, L.P.
|
|
|
|
|
|
Rovida Advisors Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Fernbridge Capital Management Lp
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
Quaker Capital Investments, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Centiva Capital, LP
|
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Coastline Trust Co
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Mission Wealth Management, Lp
|
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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Ofi Invest Asset Management
|
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|
Massar Capital Management, LP
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Simon Quick Advisors, Llc
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Adalta Capital Management LLC
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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Toyota Motor Corp/
|
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CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
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Hartford Investment Management Co
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Twenty Acre Capital LP
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TigerOak Management, L.L.C.
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Braun-Bostich & Associates Inc.
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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Unison Asset Management LLC
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Eq Wealth Advisors, Llc
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
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SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
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|
First Command Advisory Services, Inc.
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NatWest Group plc
|
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Westwood Holdings Group Inc
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Lifeworks Advisors, LLC
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Moran Wealth Management, LLC
|
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Heartland Bank & Trust Co
|
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DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
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Boothe Investment Group, Inc.
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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Aristotle Capital Management, LLC
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
Penserra Capital Management LLC
|
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Archon Partners LLC
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NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
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Sterling Investment Advisors, Ltd.
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HWG Holdings LP
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Eastern Bank
|
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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|
Signature Estate & Investment Advisors Llc
|
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Wahed Invest LLC
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Munro Partners
|
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Warren Averett Asset Management, LLC
|
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Bard Financial Services, Inc.
|
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Dnca Finance
|
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Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
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FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
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|
Steinberg Asset Management Llc
|
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Asset Dedication, LLC
|
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|
Kozak & Associates, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
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|
Beaumont Financial Advisors, LLC
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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B. Metzler seel. Sohn & Co. AG
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Dumont & Blake Investment Advisors Llc
|
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Options Solutions, Llc
|
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|
Benedict Financial Advisors Inc
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Consolidated Investment Group LLC
|
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|
Transcend Wealth Collective, Llc
|
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|
Zacks Investment Management
|
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Notis-McConarty Edward
|
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Howland Capital Management Llc
|
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|
Family CFO Inc
|
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Allworth Financial LP
|
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
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|
Bayforest Capital Ltd
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Continental Advisors Llc
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
SCS Capital Management LLC
|
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|
Lavaca Capital Llc
|
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|
Creekmur Asset Management LLC
|
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|
FFG Partners, LLC
|
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|
Intellectus Partners, LLC
|
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|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
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|
|
SRS Capital Advisors, Inc.
|
|
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|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
BloombergSen Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Black Creek Investment Management Inc.
|
|
|
|
|
|
Intermede Investment Partners Ltd
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
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|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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|
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|
MBL Wealth, LLC
|
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|
Axa S.a.
|
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Accordant Advisory Group Inc
|
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Lederer & Associates Investment Counsel/ca
|
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L2 Asset Management, LLC
|
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GCQ FUNDS MANAGEMENT PTY Ltd
|
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|
Astra Wealth Partners LLC
|
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|
Davis Investment Partners, LLC
|
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Harmony Asset Management Llc
|
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Blue Whale Capital LLP
|
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|
L.m. Kohn & Company
|
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|
Moseley Investment Management Inc
|
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|
Eqis Capital Management, Inc.
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|
Visionary Wealth Advisors
|
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|
CHICAGO TRUST Co NA
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
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Pennington Partners & Co., Llc
|
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Ing Groep Nv
|
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Azzad Asset Management Inc /adv
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Soma Equity Partners Lp
|
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AdvisorNet Financial, Inc
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Fortitude Family Office, LLC
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Mizuho Securities Co. Ltd.
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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|
DeDora Capital, Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
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CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
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Curio Wealth, Llc
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Bnp Paribas
|
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Zrc Wealth Management, Llc
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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|
Simplicity Wealth,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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Kingstone Capital Partners Texas, LLC
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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Joho Capital Llc
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Sanibel Captiva Trust Company, Inc.
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Carnegie Capital Asset Management, LLC
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Lewis Asset Management, LLC
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Meridian Wealth Advisors, LLC
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Spire Wealth Management
|
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Kovack Advisors, Inc.
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
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|
Aspire Private Capital, LLC
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Financial Engines Advisors L.L.C.
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Berkshire Asset Management Llc/pa
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Shaker Investments Llc/oh
|
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Luxor Capital Group, LP
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
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|
Cape Ann Savings Bank
|
|
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
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|
|
Atlas Wealth LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
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|
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|
Garde Capital, Inc.
|
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WP Advisors, LLC
|
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|
Teewinot Capital Advisers, L.L.C.
|
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MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
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|
Oppenheimer Asset Management Inc.
|
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|
Empire Financial Management Company, LLC
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Accent Capital Management, LLC
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Sirios Capital Management L P
|
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|
|
|
Spears Abacus Advisors LLC
|
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|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
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|
|
VGI Partners Ltd
|
|
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|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Freshford Capital Management, LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Hbk Investments L P
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Alta Park Capital, LP
|
|
|
|
|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Owl Creek Asset Management, L.P.
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Sassicaia Capital Advisers Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Alden Global Capital LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Ogborne Capital Management, Llc
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Tiger Global Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Hancock Whitney Corp
|
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Asset Allocation & Management Company, LLC
|
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Tokio Marine Asset Management Co Ltd
|
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StoneCrest Wealth Management, Inc.
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|
Larson Financial Group LLC
|
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|
Vontobel Holding Ltd.
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Atwood & Palmer Inc
|
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Alkeon Capital Management Llc
|
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Millstone Evans Group, LLC
|
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Thrive Wealth Management, LLC
|
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IHT Wealth Management, LLC
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Fieldview Capital Management, LLC
|
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VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
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|
Childress Capital Advisors, Llc
|
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|
BLB&B Advisors, LLC
|
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Comerica Bank
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
LMR Partners LLP
|
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|
Cubist Systematic Strategies, LLC
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
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Formula Growth Ltd
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
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Acorn Financial Advisory Services Inc /adv
|
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MONECO Advisors, LLC
|
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Tandem Capital Management Corp /adv
|
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Sepio Capital, LP
|
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Vise Technologies, Inc.
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Trajan Wealth LLC
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Brown Brothers Harriman & Co
|
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Index Fund Advisors, Inc.
|
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Massachusetts Financial Services Co /ma/
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Bennett Selby Investments Lp
|
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Moore Capital Management, Lp
|
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CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
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AIA Group Ltd
|
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Chesley Taft & Associates LLC
|
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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Maia Wealth LLC
|
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BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
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Divergent Planning, LLC
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Soltis Investment Advisors LLC
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KBC Group NV
|
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Cohen & Steers, Inc.
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Talbot Financial, LLC
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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Huntington National Bank
|
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Legacy Capital Group California, Inc.
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Park Avenue Securities Llc
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Correct Capital Wealth Management
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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Federation des caisses Desjardins du Quebec
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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Hardman Johnston Global Advisors LLC
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Aspen Wealth Strategies, LLC
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Ancora Advisors, LLC
|
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Greystone Financial Group, LLC
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Limestone Investment Advisors LP
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
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|
Guerra Pan Advisors, Llc
|
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|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
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|
Verition Fund Management LLC
|
|
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|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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|
Tactive Advisors, LLC
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
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|
Sherman Asset Management, Inc.
|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
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|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
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|
Three Bridge Wealth Advisors, LLC
|
|
|
|
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|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
SkyOak Wealth, LLC
|
|
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|
Banque de Luxembourg S.A.
|
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Investment House Llc
|
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Hudson Canyon Capital Management
|
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Private Trust Co Na
|
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Capital International Inc /ca/
|
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|
Rf&l Wealth Management, Llc
|
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|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
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|
|
Vigilare Wealth Management
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
L1 Capital Pty Ltd
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Pinnacle Investment Management Ltd
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
EGGQ - Tidal Trust III - NestYield Visionary ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Provident Co of the Employees of the Hebrew University LTD
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
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|
Mariner, LLC
|
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|
Western Wealth Management, LLC
|
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|
Nova Wealth Management, Inc.
|
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|
Avion Wealth
|
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|
Miracle Mile Advisors, LLC
|
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Keystone Investors Pte Ltd
|
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|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
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|
Capital Advisors Inc/ok
|
|
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|
Tri-continental Corp
|
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IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
Nixon Capital, LLC
|
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|
Citigroup Inc
|
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|
Abner Herrman & Brock Llc
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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|
Bell & Brown Wealth Advisors, Llc
|
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|
Camden National Bank
|
|
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|
Assenagon Asset Management S.A.
|
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|
Syon Capital Llc
|
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MYDA Advisors LLC
|
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|
Rothschild Capital Partners, LLC
|
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Polar Capital Holdings Plc
|
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Sienna Gestion
|
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|
Tsfg, Llc
|
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Leo Wealth, LLC
|
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Malaga Cove Capital, LLC
|
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|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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|
Cape Investment Advisory, Inc.
|
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|
Congress Wealth Management LLC / DE /
|
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|
Lineweaver Wealth Advisors, LLC
|
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|
Investment Counsel Co Of Nevada
|
|
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|
|
Motley Fool Asset Management LLC
|
|
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|
Motco
|
|
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
Wesbanco Bank Inc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Gavilan Investment Partners LLC
|
|
|
|
|
|
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
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|
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|
Arrow Capital Pty Ltd
|
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|
Almanack Investment Partners, LLC.
|
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|
Conning Inc.
|
|
|
|
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|
Ballast Advisors Llc
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
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|
|
Park Place Capital Corp
|
|
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|
Longbow Finance SA
|
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|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
No Street GP LP
|
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|
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Fortress Wealth Group, LLC
|
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|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
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|
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|
Sage Rhino Capital Llc
|
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|
Secure Asset Management, LLC
|
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|
Aurora Private Wealth, Inc.
|
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Dakota Wealth Management
|
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PFG Investments, LLC
|
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Ensign Peak Advisors, Inc
|
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|
Merrion Investment Management Co, LLC
|
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|
Endowment Wealth Management, Inc.
|
|
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Winslow Capital Management, LLC
|
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|
|
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|
Capital Investment Counsel, Inc
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
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|
|
|
|
Horizon Investments, LLC
|
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|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
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|
M3 Advisory Group, LLC
|
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|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
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|
Vienna Asset Management LLC
|
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|
FLC Capital Advisors
|
|
|
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FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
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|
RMG Wealth Management LLC
|
|
|
|
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|
RDA Financial Network
|
|
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|
Stratos Wealth Partners, LTD.
|
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|
Dark Forest Capital Management Lp
|
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|
Sandy Cove Advisors, LLC
|
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|
Strs Ohio
|
|
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|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
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|
|
Central Pacific Bank - Trust Division
|
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|
China Universal Asset Management Co., Ltd.
|
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|
Focus Financial Network, Inc.
|
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|
Geneva Partners, LLC
|
|
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|
|
|
ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class
|
|
|
|
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|
Hobart Private Capital, LLC
|
|
|
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Claar Advisors LLC
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
RD Finance Ltd
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Tricadia Capital Management, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Kurv ETF Trust - Kurv Technology Titans Select ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
American Financial Group Inc
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Long Corridor Asset Management Ltd
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Bosman Wealth Management, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
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|
Talon Private Wealth, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Wynn Capital, LLC
|
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|
Mcdonald Partners Llc
|
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|
Tcfg Wealth Management, Llc
|
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|
Allstate Corp
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
CVA Family Office, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
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|
|
Mesirow Financial Investment Management, Inc.
|
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|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
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|
Archer Investment Corp
|
|
|
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|
Brevan Howard Capital Management LP
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
|
|
Neuberger Berman Group LLC
|
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|
Ubs Asset Management Americas Inc
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
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|
|
Franklin Resources Inc
|
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|
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|
|
Hm Payson & Co
|
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|
Octavia Wealth Advisors, LLC
|
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|
Dudley Capital Management, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
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|
Meitav Dash Investments Ltd
|
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|
Inspire Trust Co, N.a.
|
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|
1248 Management, LLC
|
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|
Northside Capital Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
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|
La Banque Postale Asset Management SA
|
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|
Atomi Financial Group, Inc.
|
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|
Geode Capital Management, Llc
|
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|
Fairvoy Private Wealth, LLC
|
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|
Silverlake Wealth Management Llc
|
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|
|
|
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
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|
Richardson Financial Services Inc.
|
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|
Hodges Capital Management Inc.
|
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|
Evergreen Private Wealth LLC
|
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|
|
OMERS ADMINISTRATION Corp
|
|
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|
Cacti Asset Management Llc
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
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|
Ellsworth Advisors, LLC
|
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|
Hartline Investment Corp/
|
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|
Middleton & Co Inc/ma
|
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|
Voya Financial Advisors, Inc.
|
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|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
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|
Portside Wealth Group, LLC
|
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|
DAVENPORT & Co LLC
|
|
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|
City Holding Co
|
|
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|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
United Asset Strategies, Inc.
|
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|
BTG Pactual Asset Management US LLC
|
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|
State Street Corp
|
|
|
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|
Hidden Cove Wealth Management, LLC
|
|
|
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|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
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|
Wilson & Boucher Capital Management, LLC
|
|
|
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|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
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|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
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|
|
Main Street Group, LTD
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Aragon Global Management, LP
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Sugar Maple Asset Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Latash Investments, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
L1 Capital International Pty Ltd
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Hestia Capital Management, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
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|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
|
|
|
HB Wealth Management, LLC
|
|
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|
|
Fairscale Capital, LLC
|
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|
Magnus Financial Group LLC
|
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|
DSG Capital Advisors, LLC
|
|
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|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Nepsis, Inc.
|
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|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Burr Financial Services, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
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|
Rakuten Investment Management, Inc.
|
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|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
|
|
|
Dorsal Capital Management, LLC
|
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|
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|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
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|
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|
|
Princeton Global Asset Management LLC
|
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|
|
FACT Capital, LP
|
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|
Zuckerman Investment Group, LLC
|
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|
Fulcrum Capital LLC
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
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|
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|
WoodTrust Financial Corp
|
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|
First Pacific Advisors, LP
|
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|
|
Kercheville Advisors, LLC
|
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|
Freestone Capital Holdings, LLC
|
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|
Kidder Stephen W
|
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|
Aigen Investment Management, Lp
|
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|
Sterneck Capital Management, LLC
|
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|
United Community Bank
|
|
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|
Fiera Capital Corp
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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|
Rovida Investment Management Ltd
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
|
Select Asset Management & Trust
|
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|
Nbc Securities, Inc.
|
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|
Viewpoint Capital Management LLC
|
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|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
|
|
|
Summit Trail Advisors, Llc
|
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|
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|
Bfsg, Llc
|
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|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
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|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
WIM INVESTMENT MANAGEMENT Ltd
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
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|
|
Vishria Bird Financial Group, LLC
|
|
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|
|
Stonehearth Capital Management, LLC
|
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|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
III Capital Management
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Tremblant Capital Group
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
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|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
United Advisor Group, LLC
|
|
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|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
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|
Groupe la Francaise
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
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|
Unified Investment Management
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
|
|
|
CenterBook Partners LP
|
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|
Avantax Planning Partners, Inc.
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Coign Capital Advisors LLC
|
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|
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|
Cora Capital Advisors Llc
|
|
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|
Abn Amro Investment Solutions
|
|
|
|
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|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
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|
|
Capital Asset Advisory Services LLC
|
|
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|
Sava Infond d.o.o.
|
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|
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|
Centricity Wealth Management, LLC
|
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|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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|
|
Ashton Thomas Securities, Llc
|
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|
|
Granite FO LLC
|
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|
Smartleaf Asset Management LLC
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
Convergence Financial, LLC
|
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|
Blair William & Co/il
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
Logan Capital Management Inc
|
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|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Townsquare Capital Llc
|
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|
Silvercrest Asset Management Group Llc
|
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|
Marsico Capital Management Llc
|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Ossiam
|
|
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|
Register Financial Advisors LLC
|
|
|
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|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Alcosta Capital Management, Inc.
|
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|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
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|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
Wall Street Access Asset Management, LLC
|
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|
Trinity Street Asset Management LLP
|
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MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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|
Vestor Capital, Llc
|
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|
Maven Securities LTD
|
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|
Financial Advocates Investment Management
|
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|
K2 Principal Fund, L.p.
|
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|
Means Investment Co., Inc.
|
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|
Cwm, Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
FDRV - FIDELITY COVINGTON TRUST - Fidelity Electric Vehicles and Future Transportation ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Marathon Partners Equity Management, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Brandywine Managers, Llc
|
|
|
|
|
|
Palo Ds Manager Llc
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
|
|
|
Empowered Funds, LLC
|
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|
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|
|
Firethorn Wealth Partners, Llc
|
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|
Lord, Abbett & Co. Llc
|
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|
TD Capital Management LLC
|
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|
Ballentine Partners, LLC
|
|
|
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|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
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|
West Oak Capital, LLC
|
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|
AustralianSuper Pty Ltd
|
|
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|
Trust Co Of Vermont
|
|
|
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|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
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|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
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|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
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|
|
Graypoint LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
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|
Sit Investment Associates Inc
|
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Focused Wealth Management, Inc
|
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10Elms LLP
|
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Portman Square Capital LLP
|
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Vanguard Group Inc
|
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Mint Tower Capital Management B.V.
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
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|
EP Wealth Advisors, Inc.
|
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|
|
|
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QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
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|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Aries Wealth Management
|
|
|
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EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
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|
Caldwell Securities, Inc
|
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Weik Capital Management
|
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Integrated Quantitative Investments LLC
|
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Warther Private Wealth, LLC
|
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ASB Consultores, LLC
|
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|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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|
Roberts Wealth Advisors, LLC
|
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|
MAI Capital Management
|
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Pacific Center for Financial Services
|
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LIVR - EA Series Trust - Intelligent Livermore ETF
|
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Souders Financial Advisors
|
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ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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IYT - iSHARES TRUST - iShares Transportation Average ETF
|
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Financial Connections Group, Inc.
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
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|
Alteri Wealth LLC
|
|
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
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|
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|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
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|
|
Capital Markets Trading UK LLP
|
|
|
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|
|
Beacon Financial Advisory LLC
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
TD Waterhouse Canada Inc.
|
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NINE MASTS CAPITAL Ltd
|
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Bigelow Investment Advisors, LLC
|
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Sterling Investment Counsel, LLC
|
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Capital Research Global Investors
|
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|
Fisher Asset Management, LLC
|
|
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|
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TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
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|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
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|
|
Mediolanum International Funds Ltd
|
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Agf Management Ltd
|
|
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|
ORG Wealth Partners, LLC
|
|
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
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|
Financial Management Professionals, Inc.
|
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|
DnB Asset Management AS
|
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|
Captrust Financial Advisors
|
|
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|
Ritholtz Wealth Management
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
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|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Octahedron Capital Management L.P.
|
|
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|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Amplify ETF Trust - Amplify Travel Tech ETF
|
|
|
|
|
|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Venator Management LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
BIT Capital GmbH
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Connective Capital Management, LLC
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Eleva Capital SAS
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
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Wood Tarver Financial Group, LLC
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Callan Family Office, LLC
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Argentarii, LLC
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Wealth Advisory Solutions, LLC
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Hardy Reed LLC
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Atticus Wealth Management, Llc
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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May Hill Capital, LLC
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Fort Point Capital Partners LLC
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
Alaethes Wealth LLC
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CFS Investment Advisory Services, LLC
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Axxcess Wealth Management, Llc
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
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CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
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GM Advisory Group, Inc.
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Regal Investment Advisors LLC
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Kapstone Financial Advisors LLC
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Norges Bank
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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Scarborough Advisors, LLC
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Schroder Investment Management Group
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Principal Street Partners, LLC
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Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
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Capstone Investment Advisors, Llc
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Northwest Capital Management Inc
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Ted Buchan & Co
|
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Morling Financial Advisors, LLC
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Generation Capital Management LLC
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Legacy Trust
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
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Somerville Kurt F
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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Fortem Financial Group, Llc
|
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Principia Wealth Advisory, LLC
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Waters Parkerson & Co., Llc
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Nordea Investment Management Ab
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LifeSteps Financial, Inc.
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
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Mfg Wealth Management, Inc.
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Sunflower Bank, N.A.
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Orvieto Partners, L.P.
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CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Fmr Llc
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Principle Wealth Partners Llc
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GLOBALT Investments LLC / GA
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Arlington Trust Co LLC
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Clear Creek Financial Management, LLC
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Artemis Wealth Advisors, LLC
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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Tcw Group Inc
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Armis Advisers, LLC
|
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EGGY - Tidal Trust III - NestYield Dynamic Income ETF
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Financial Management Network Inc
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Deutsche Bank Ag\
|
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APG Asset Management N.V.
|
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Eagle Global Advisors Llc
|
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Loews Corp
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
Chilton Capital Management Llc
|
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626 Financial, LLC
|
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Old Point Trust & Financial Services N A
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
Oppenheimer & Co Inc
|
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|
Montrusco Bolton Investments Inc.
|
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|
Activest Wealth Management
|
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|
IFG Advisory, LLC
|
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|
Good Life Advisors, LLC
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
|
|
Black Maple Capital Management LP
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
Main Street Research LLC
|
|
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|
|
Capital A Wealth Management, LLC
|
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|
Aspetuck Financial Management LLC
|
|
|
|
|
|
OND - PROSHARES TRUST - ProShares On-Demand ETF ProShare On-Demand ETF
|
|
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|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
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|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ATOMVEST Ltd
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Lynwood Price Capital Management Lp
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Theleme Partners LLP
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Legacy Advisors, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Evolutionary Tree Capital Management, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Parametrica Management Ltd
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Kennicott Capital Management Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
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HBW Advisory Services LLC
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Mjp Associates Inc /adv
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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|
|
Templeton Global Income Fund
|
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|
Salomon & Ludwin, LLC
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Busey Wealth Management
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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|
Keystone Financial Group
|
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Jefferies Financial Group Inc.
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Clark Capital Management Group, Inc.
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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Westover Capital Advisors, LLC
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Polymer Capital Management (US) LLC
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J.w. Cole Advisors, Inc.
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ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
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Vermillion & White Wealth Management Group, LLC
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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SJS Investment Consulting Inc.
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Goldman Sachs Group Inc
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Consilium Wealth Advisory, LLC
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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Maripau Wealth Management Llc
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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New Century Financial Group, LLC
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Stonehage Fleming Financial Services Holdings Ltd
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
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VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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Westside Investment Management, Inc.
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RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
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Reuter James Wealth Management, Llc
|
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Capital Analysts, Inc.
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Callan Capital, LLC
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Moneta Group Investment Advisors Llc
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Raleigh Capital Management Inc.
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NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
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|
Marcum Wealth, LLC
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Tradition Wealth Management, LLC
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GSB Wealth Management, LLC
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Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
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Check Capital Management Inc/ca
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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Wolff Wiese Magana Llc
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Kirtland Hills Capital Management, Llc
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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American Capital Advisory, LLC
|
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Resona Asset Management Co.,Ltd.
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BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
|
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Westwood Wealth Management
|
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Vision Financial Markets Llc
|
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Elequin Capital Lp
|
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Quintet Private Bank (Europe) S.A.
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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Balyasny Asset Management Llc
|
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Tyler-Stone Wealth Management
|
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CastleKnight Management LP
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Lazard Asset Management Llc
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Qsemble Capital Management, LP
|
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Woodline Partners LP
|
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Physicians Financial Services, Inc.
|
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Cooper Financial Group
|
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
Bridgewater Associates, LP
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
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|
Koshinski Asset Management, Inc.
|
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|
Versant Capital Management, Inc
|
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Walled Lake Planning & Wealth Management, Llc
|
|
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|
Ithaka Group Llc
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Sullivan Wood Capital Management LLC
|
|
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|
Bridger Management, Llc
|
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|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
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|
Hudson Bay Capital Management LP
|
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|
Td Private Client Wealth Llc
|
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|
St. Johns Investment Management Company, LLC
|
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|
Altimeter Capital Management, LP
|
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|
SLT Holdings LLC
|
|
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|
|
|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
|
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|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
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|
Clear Street Markets Llc
|
|
|
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|
|
First Trust Advisors Lp
|
|
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|
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|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Aubrey Capital Management Ltd
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Glazer Capital, Llc
|
|
|
|
|
|
Pershing Square Capital Management, L.P.
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MayTech Global Investments, LLC
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
united american securities inc. (d/b/a uas asset management)
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Ayalon Holdings Ltd.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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Godsey & Gibb Associates
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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Tamar Securities, LLC
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Independence Bank of Kentucky
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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Gould Capital, LLC
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
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Cooper Creek Partners Management Llc
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Mach-1 Financial Group, Inc.
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TCG Advisory Services, LLC
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Wedge Capital Management L L P/nc
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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Scotia Capital Inc.
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
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Worth Financial Advisory Group, LLC
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Firsthand Capital Management, Inc.
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Citizens National Bank Trust Department
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Inscription Capital, LLC
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Cove Private Wealth, LLC
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Cumberland Partners Ltd
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McIlrath & Eck, LLC
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Steel Peak Wealth Management LLC
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Benchmark Investment Advisors LLC
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CX Institutional
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Fortis Capital Management LLC
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Manhattan West Asset Management, LLC
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Boothbay Fund Management, Llc
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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Capital Advisors, Ltd. LLC
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Spinnaker Trust
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Daner Wealth Management, LLC
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Global Retirement Partners, LLC
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
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Harber Asset Management Llc
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Rise Advisors, LLC
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Sand Hill Global Advisors, LLC
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Am Investment Strategies Llc
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Pines Wealth Management, LLC
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Perennial Investment Advisors, LLC
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Naviter Wealth, LLC
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Leavell Investment Management, Inc.
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Grove Bank & Trust
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Choate Investment Advisors
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Binnacle Investments Inc
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Trilogy Capital Inc.
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Drake & Associates, LLC
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Smith Thornton Advisors LLC
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StoneX Group Inc.
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Fortress Private Ledger, Llc
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Stifel Financial Corp
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Cromwell Holdings LLC
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Tower Bridge Advisors
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Glenmede Investment Management, LP
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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Kovitz Investment Group Partners, LLC
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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Lowe Wealth Advisors, LLC
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Toth Financial Advisory Corp
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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Pacific Point Advisors, LLC
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
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Riverbend Wealth Management, LLC
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Evercore Wealth Management, LLC
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EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
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Gluskin Sheff & Assoc Inc
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Virtus Investment Advisers, Inc.
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
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Illinois Municipal Retirement Fund
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PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
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Yarger Wealth Strategies, Llc
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Dearborn Partners Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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Koss-Olinger Consulting, LLC
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Kimelman & Baird, LLC
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SAM Advisors, LLC
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Mv Capital Management, Inc.
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Quadrant Capital Group Llc
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EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
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|
Laurion Capital Management LP
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Harwood Advisory Group, LLC
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|
United Capital Management of KS, Inc.
|
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|
Andra AP-fonden
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
Bienville Capital Management, LLC
|
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|
Cypress Capital Management LLC (WY)
|
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DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
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|
Pacific Capital Partners Ltd
|
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|
Caxton Associates Llp
|
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|
Andrew Hill Investment Advisors, Inc.
|
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|
Broyhill Asset Management
|
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|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
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|
Jericho Capital Asset Management L.P.
|
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Wedmont Private Capital
|
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|
Morgan Stanley
|
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|
Jasper Ridge Partners, L.P.
|
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|
Cim Investment Mangement Inc
|
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|
Quarry LP
|
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|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Elkhorn Partners Limited Partnership
|
|
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|
Castle Rock Wealth Management, LLC
|
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|
Greycroft LP
|
|
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|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
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|
Modera Wealth Management, LLC
|
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|
|
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|
LGT Fund Management Co Ltd.
|
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|
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|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
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|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
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|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
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|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
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|
|
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|
Acap Strategic Fund
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
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|
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|
|
Agp Franklin, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
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|
Spirepoint Private Client, Llc
|
|
|
|
|
|
BLKBRD Asset Management, LP
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
CIBC Capital Markets (Europe) S.A.
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
1858 Wealth Management, Llc
|
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|
