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