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Caldwell Securities, Inc
|
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Ithaka Group Llc
|
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Pinnacle Bancorp, Inc.
|
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Precision Wealth Strategies, LLC
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
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|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
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|
SWAN Capital LLC
|
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|
|
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|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
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|
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
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|
HighPoint Advisor Group LLC
|
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|
Sumitomo Life Insurance Co
|
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|
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|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
Smith, Salley & Associates
|
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Conscious Wealth Investments, Llc
|
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Core Alternative Capital
|
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Harrell Investment Partners, Llc
|
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Herald Investment Management Ltd
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PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
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Zions Bancorporation, National Association /ut/
|
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Krane Funds Advisors LLC
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BridgePort Financial Solutions, LLC
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Telligent Fund, LP
|
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Synovus Financial Corp
|
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JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Generate Investment Management Ltd
|
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|
ProShare Advisors LLC
|
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|
VestGen Advisors, LLC
|
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Congress Asset Management Co /ma
|
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Occudo Quantitative Strategies Lp
|
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Berbice Capital Management LLC
|
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|
Mizuho Securities Usa Llc
|
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|
Watts Gwilliam & Co., LLC
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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International Assets Investment Management, Llc
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
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|
Signature Resources Capital Management, LLC
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Great Valley Advisor Group, Inc.
|
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|
Rise Advisors, LLC
|
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Artisan Partners Limited Partnership
|
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|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
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|
|
Us Bancorp \de\
|
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|
Werlinich Asset Management, LLC
|
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|
Paragon Private Wealth Management, LLC
|
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|
RiverFront Investment Group, LLC
|
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|
Laurel Wealth Advisors LLC
|
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|
Winthrop Advisory Group LLC
|
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|
Meridian Wealth Management, LLC
|
|
|
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|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
Focus Financial Network, Inc.
|
|
|
|
|
|
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Viawealth, Llc
|
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|
|
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|
Perennial Investment Advisors, LLC
|
|
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|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
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|
Weatherly Asset Management L. P.
|
|
|
|
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|
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
|
|
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
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|
Mbb Public Markets I Llc
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
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|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
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|
|
|
UBS Group AG
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Loup Funds, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Forbes J M & Co Llp
|
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|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
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|
Whalerock Point Partners, Llc
|
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|
Ritholtz Wealth Management
|
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|
Legacy Capital Group California, Inc.
|
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|
Legal & General Group Plc
|
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Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
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|
Rothschild Investment Llc
|
|
|
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GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
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|
|
|
|
Putney Financial Group LLC
|
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|
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|
AE Wealth Management LLC
|
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Carnegie Capital Asset Management, LLC
|
|
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
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|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
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|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
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Garrett Investment Advisors LLC
|
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American Trust
|
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CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
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Rialto Wealth Management, LLC
|
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B. Metzler seel. Sohn & Co. AG
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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Landscape Capital Management, L.l.c.
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
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|
Amundi
|
|
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|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Levin Capital Strategies, L.p.
|
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Ballew Advisors, Inc
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Capitolis Liquid Global Markets LLC
|
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Bnp Paribas Arbitrage, Sa
|
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Lebenthal Global Advisors, LLC
|
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Himension Fund
|
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|
Reliant Investment Partners, LLC
|
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Avantax Advisory Services, Inc.
|
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Peak Financial Advisors Llc
|
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Nepsis, Inc.
|
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La Banque Postale Asset Management SA
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
Apollon Financial, LLC
|
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Neuberger Berman Group LLC
|
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Archford Capital Strategies, LLC
|
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Atika Capital Management LLC
|
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Cobblestone Capital Advisors Llc /ny/
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
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|
Charter Trust Co
|
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SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
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|
Factory Mutual Insurance Co
|
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|
Bailard, Inc.
|
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Clear Street Markets Llc
|
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Ameriflex Group, Inc.
|
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Eventide Asset Management, Llc
|
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|
Valley National Advisers Inc
|
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|
5T Wealth, LLC
|
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Beacon Financial Group
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
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|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ULTRA SERIES FUND - Mid Cap Fund Class I
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Dalton Investments LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Firsthand Capital Management, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
XTL - SPDR SERIES TRUST - SPDR(R) S&P(R) Telecom ETF
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
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|
Atlantic Trust, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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|
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|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
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|
PDT Partners, LLC
|
|
|
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|
Loomis Sayles & Co L P
|
|
|
|
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|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
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|
Confluence Wealth Services, Inc.
|
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|
Shaker Investments Llc/oh
|
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|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Groupe la Francaise
|
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
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|
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|
UNIVEST FINANCIAL Corp
|
|
|
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
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|
Bridgewater Associates, LP
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
Fulton Bank, N.a.
|
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|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Bank Of Montreal /can/
|
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AlphaCore Capital LLC
|
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
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|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Gateway Investment Advisers Llc
|
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Groupama Asset Managment
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
Vestmark Advisory Solutions, Inc.
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Fiduciary Financial Group, Llc
|
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TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
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|
Dogwood Wealth Management LLC
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|
Horrell Capital Management, Inc.
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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|
Advyzon Investment Management, LLC
|
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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XTX Topco Ltd
|
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West Oak Capital, LLC
|
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|
Valeo Financial Advisors, LLC
|
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|
Boston Private Wealth Llc
|
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Koshinski Asset Management, Inc.
|
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Kfg Wealth Management, Llc
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Dimensional Fund Advisors Lp
|
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|
Seacrest Wealth Management, Llc
|
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|
NewEdge Wealth, LLC
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|
Argent Trust Co
|
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|
Tiaa Trust, National Association
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Global Financial Private Client, LLC
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|
Moody Lynn & Lieberson, Llc
|
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|
Alyeska Investment Group, L.P.
|
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|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
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|
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|
Commerce Bank
|
|
|
|
|
|
Sienna Gestion
|
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|
Royal Bank Of Canada
|
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|
Stratos Wealth Advisors, LLC
|
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|
Frontier Capital Management Co Llc
|
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|
Chilton Capital Management Llc
|
|
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|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
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|
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|
Ballentine Partners, LLC
|
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|
Nisa Investment Advisors, Llc
|
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|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
KBC Group NV
|
|
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|
|
Challenger Wealth Management
|
|
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|
|
Quest Investment Management Llc
|
|
|
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|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Timucuan Asset Management Inc/fl
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
M & L Capital Management Ltd
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
IYZ - iSHARES TRUST - iShares U.S. Telecommunications ETF
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
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|
Altshuler Shaham Ltd
|
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|
Norges Bank
|
|
|
|
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|
State Farm Mutual Automobile Insurance Co
|
|
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|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
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|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
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|
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|
Prelude Capital Management, Llc
|
|
|
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
Portside Wealth Group, LLC
|
|
|
|
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|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
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|
Sumitomo Mitsui Financial Group, Inc.
|
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|
Vestcor Inc
|
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|
Cambridge Financial Group, Inc.
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Nebula Research & Development LLC
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|
Sigma Investment Counselors Inc
|
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|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Sava Infond d.o.o.
|
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Atalanta Sosnoff Capital, Llc
|
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Swedbank AB
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
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|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
|
Ronald Blue Trust, Inc.
|
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|
Wealthcare Advisory Partners LLC
|
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|
Massachusetts Financial Services Co /ma/
|
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|
Painted Porch Advisors LLC
|
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|
Huntington National Bank
|
|
|
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|
Madison Asset Management, LLC
|
|
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|
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|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Keybank National Association/oh
|
|
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|
Bayforest Capital Ltd
|
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|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
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|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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|
|
Menard Financial Group LLC
|
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|
Artemis Investment Management LLP
|
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|
Belpointe Asset Management LLC
|
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|
Whittier Trust Co
|
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|
Walleye Capital LLC
|
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|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
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|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
Susquehanna Portfolio Strategies, LLC
|
|
|
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|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
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|
Pandora Wealth, Inc.
|
|
|
|
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|
TOWER TRUST & INVESTMENT Co
|
|
|
|
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|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
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|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
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|
Financial Advisors Network, Inc.
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
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|
Your Advocates Ltd., LLP
|
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
PayPay Securities Corp
|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
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|
Glenmede Investment Management, LP
|
|
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|
State of Wyoming
|
|
|
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
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|
TFR Capital, LLC.
|
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|
Captrust Financial Advisors
|
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|
Invesco Ltd.
|
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|
Logan Capital Management Inc
|
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|
Bellecapital International Ltd.
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
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|
Gotham Asset Management, LLC
|
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|
David R. Rahn & Associates Inc.
|
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|
Stone Run Capital, Llc
|
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|
Burney Co/
|
|
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|
Qube Research & Technologies Ltd
|
|
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|
|
George Kaiser Family Foundation
|
|
|
|
|
|
RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Nishkama Capital, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
|
Letson Investment Management, Inc.
|
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|
Rossby Financial, LCC
|
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|
Nilsine Partners, LLC
|
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|
Salem Investment Counselors Inc
|
|
|
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|
Weaver Capital Management LLC
|
|
|
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|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
|
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|
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|
|
Monetary Management Group Inc
|
|
|
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|
|
Ashton Thomas Private Wealth, LLC
|
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|
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|
Boothbay Fund Management, Llc
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
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|
|
Foronjy Financial Llc
|
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|
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|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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|
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|
Erste Asset Management GmbH
|
|
|
|
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|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
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|
|
|
|
FIL Ltd
|
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|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
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|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
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|
Annex Advisory Services, LLC
|
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Eos Management, L.P.
|
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|
Marietta Investment Partners Llc
|
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Fortress Wealth Group, LLC
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Marex Group plc
|
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|
AlTi Global, Inc.
|
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|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
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|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
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|
Sharper & Granite LLC
|
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|
Northeast Investment Management
|
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|
Sivia Capital Partners, LLC
|
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|
OMERS ADMINISTRATION Corp
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Renaissance Technologies Llc
|
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|
Adams Diversified Equity Fund, Inc.
|
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|
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|
Braun Stacey Associates Inc
|
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|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
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|
Daner Wealth Management, LLC
|
|
|
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|
Itau Unibanco Holding S.A.
|
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|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
|
|
Harvest Portfolios Group Inc.
|
|
|
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|
WestEnd Advisors, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
CAPROCK Group, Inc.
|
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|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
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|
Burns J W & Co Inc/ny
|
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|
Colonial Trust Advisors
|
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|
Syntax Research, Inc.
|
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|
Robinson Smith Wealth Advisors Llc
|
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|
Shelton Wealth Management, Llc
|
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|
Northcape Wealth Management, Llc
|
|
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|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
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Citizens National Bank Trust Department
|
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Private Trust Co Na
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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Creekmur Asset Management LLC
|
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Ardsley Advisory Partners Lp
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
Affinity Capital Advisors, LLC
|
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Wedmont Private Capital
|
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Cornerstone Select Advisors, LLC
|
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American National Bank
|
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EPG Wealth Management LLC
|
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Oppenheimer & Co Inc
|
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Prescott Group Capital Management, L.l.c.
|
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Zacks Investment Management
|
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|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Gw Henssler & Associates Ltd
|
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Beaird Harris Wealth Management, LLC
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
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|
Mutual Advisors, LLC
|
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Aster Capital Management (DIFC) Ltd
|
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Cigna Investments Inc /new
|
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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Round Rock Advisors, LLC
|
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Alliancebernstein L.p.
|
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Ubs Asset Management Americas Inc
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Kera Capital Partners, Inc.
|
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JT Stratford LLC
|
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
John Hancock Funds II - Science & Technology Fund Class NAV
|
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180 Wealth Advisors, Llc
|
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TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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Gabelli Dividend & Income Trust
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Louisiana State Employees Retirement System
|
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Abound Wealth Management
|
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Birchcreek Wealth Management, LLC
|
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Evelyn Partners Asset Management Ltd
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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HHM Wealth Advisors, LLC
|
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Oppenheimer Asset Management Inc.
|
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Carr Financial Group Corp
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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De Burlo Group Inc
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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Journey Strategic Wealth Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
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|
Fox Hill Wealth Management
|
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|
Bnp Paribas
|
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Greenleaf Trust
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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Arista Wealth Management, LLC
|
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Mirabella Financial Services Llp
|
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Meritage Portfolio Management
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
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|
Sonora Investment Management Group, LLC
|
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Sequoia Financial Advisors, LLC
|
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Profunds - Profund Vp Technology
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
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|
Bradyco, Inc.
|
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|
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DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
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|
|
Sather Financial Group Inc
|
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
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|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
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|
|
Larson Financial Group LLC
|
|
|
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|
|
Asset Allocation & Management Company, LLC
|
|
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|
Redwood Investments, LLC
|
|
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|
Wetherby Asset Management Inc
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
TXUG - Thornburg ETF Trust - Thornburg International Growth ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
von Borstel & Associates, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
Capital Impact Advisors, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Arlington Trust Co LLC
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Everhart Financial Group, Inc.
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First United Bank Trust/
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Sax Wealth Advisors, Llc
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Polymer Capital Management (HK) LTD
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True Wealth Design, LLC
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
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OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
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VGLSX - VALIC Co I - Global Strategy Fund
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Spectrum Wealth Counsel, LLC
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SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
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Green Alpha Advisors, LLC
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AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
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Jacobsen Capital Management
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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Patton Fund Management, Inc.
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
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Advisors Asset Management, Inc.
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waypoint wealth counsel
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BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
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Sendero Wealth Management, LLC
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
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Tokio Marine Asset Management Co Ltd
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Kestra Private Wealth Services, Llc
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Cornell Pochily Investment Advisors, Inc.
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CenterBook Partners LP
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Dynamic Advisor Solutions LLC
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McGlone Suttner Wealth Management, Inc.
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HBW Advisory Services LLC
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MTCGX - M FUND INC - M Large Cap Growth Fund
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AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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Covington Investment Advisors Inc.
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Tcw Group Inc
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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Ofi Invest Asset Management
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Forum Financial Management, LP
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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Yorktown Management & Research Co Inc
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Panagora Asset Management Inc
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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GWM Advisors LLC
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Modera Wealth Management, LLC
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Bank Of Hawaii
|
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Symmetry Peak Management Llc
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Channel Wealth Llc
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Centurion Wealth Management LLC
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Cyndeo Wealth Partners, LLC
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Ag2r La Mondiale Gestion D'actifs
|
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Bdf-gestion
|
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GoalVest Advisory LLC
|
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KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
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LCM Capital Management Inc
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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Stonebridge Capital Advisors LLC
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True Vision MN LLC
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Dunhill Financial, LLC
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NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Park Avenue Securities Llc
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Clean Yield Group
|
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Illinois Municipal Retirement Fund
|
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Pictet Asset Management Holding SA
|
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QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
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|
Norris Perne & French Llp/mi
|
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HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Old National Bancorp /in/
|
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Change Path, LLC
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Keener Financial Planning LLC
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Money Concepts Capital Corp
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Harmony Asset Management Llc
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
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|
Leelyn Smith, LLC
|
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Mariner, LLC
|
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Perigon Wealth Management, LLC
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Gabelli Equity Trust Inc
|
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Valued Wealth Advisors LLC
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Goldstream Capital Management Ltd
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Kayne Anderson Rudnick Investment Management Llc
|
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Cary Street Partners Financial Llc
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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|
Greenwood Capital Associates Llc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
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|
Allspring Global Investments Holdings, LLC
|
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Holistic Financial Partners
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
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|
Ambassador Advisors, LLC
|
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|
University Of Texas/texas Am Investment Managment Co
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
Cromwell Holdings LLC
|
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|
New Century Financial Group, LLC
|
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|
Rice Partnership, LLC
|
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|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Natixis
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
Bank Of America Corp /de/
|
|
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|
Taylor Hoffman Capital Management LLC
|
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|
Westover Capital Advisors, LLC
|
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|
Atria Investments Llc
|
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|
New York State Teachers Retirement System
|
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|
Signal Advisors Wealth, LLC
|
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|
Thornburg Investment Management Inc
|
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|
Ameriprise Financial Inc
|
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|
Voya Prime Rate Trust
|
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|
|
Yarbrough Capital, LLC
|
|
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|
First Trust Advisors Lp
|
|
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|
Private Wealth Partners, LLC
|
|
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|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
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|
|
NEOS Investment Management LLC
|
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Alcosta Capital Management, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
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|
|
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|
CIBC Asset Management Inc
|
|
|
|
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|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
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|
|
Capital Counsel Llc/ny
|
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|
|
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|
Norinchukin Bank, The
|
|
|
|
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|
Fortitude Family Office, LLC
|
|
|
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
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|
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
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|
Equitable Trust Co
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
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|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
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|
Mitchell Capital Management Co
|
|
|
|
|
|
Montgomery Investment Management Inc
|
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|
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|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
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|
|
|
BlackRock, Inc.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
|
Allworth Financial LP
|
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|
Rooted Wealth Advisors, Inc.
|
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|
Huntleigh Advisors, Inc.
|
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Resona Asset Management Co.,Ltd.
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
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|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
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|
|
|
|
Renaissance Group Llc
|
|
|
|
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|
Hilltop National Bank
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
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|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
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|
Arvest Bank Trust Division
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
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|
|
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|
Harvey Capital Management Inc
|
|
|
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|
Mindset Wealth Management, Llc
|
|
|
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
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|
Evermay Wealth Management Llc
|
|
|
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Arlington Capital Management, Inc.
|
|
|
|
|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Nierenberg Investment Management Company, Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Union Square Park Capital Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
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Inspirion Wealth Advisors, Llc
|
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Mount Lucas Management LP
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
Janney Montgomery Scott LLC
|
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|
Spears Abacus Advisors LLC
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|
Goldman Sachs Group Inc
|
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|
Stance Capital Llc
|
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|
ASR Vermogensbeheer N.V.
|
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|
Total Clarity Wealth Management, Inc.
|
|
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|
Czech National Bank
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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Voleon Capital Management Lp
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Groesbeck Investment Management Corp /nj/
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
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|
Graypoint LLC
|
|
|
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|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
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|
Bristlecone Advisors, LLC
|
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|
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|
Bremer Bank National Association
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
Integrated Advisors Network LLC
|
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CENTRAL TRUST Co
|
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IFP Advisors, Inc
|
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Jackson Square Capital, Llc
|
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FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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J. Safra Sarasin Holding AG
|
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Twin Tree Management, LP
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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Vise Technologies, Inc.
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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Exencial Wealth Advisors, Llc
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
Main Street Group, LTD
|
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High Net Worth Advisory Group LLC
|
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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Lavaca Capital Llc
|
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Root Financial Partners, LLC
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TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
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Wells Fargo & Company/mn
|
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Susquehanna International Group, Llp
|
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Front Row Advisors LLC
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Trilogy Capital Inc.
|
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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|
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|
Everence Capital Management Inc
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
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|
Atwood & Palmer Inc
|
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|
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WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
Ossiam
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
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|
Diversify Advisory Services, LLC
|
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Aviva Plc
|
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|
Snowden Capital Advisors LLC
|
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Kinneret Advisory, LLC
|
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TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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Hm Payson & Co
|
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|
Spdr S&p 500 Etf Trust
|
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|
SOUTH STATE Corp
|
|
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|
James J. Burns & Company, LLC
|
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|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
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|
LVZ Advisors, Inc.
|
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|
Fiduciary Trust Co
|
|
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|
Sage Mountain Advisors LLC
|
|
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|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
|
|
Eqis Capital Management, Inc.
|
|
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
|
Embree Financial Group
|
|
|
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|
|
Toth Financial Advisory Corp
|
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|
Great Lakes Advisors, Llc
|
|
|
|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Alta Park Capital, LP
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Talos Asset Management LP
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
SeaTown Holdings Pte. Ltd.
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Disciplined Growth Investors Inc /mn
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Varenne Capital Partners
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
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|
Colonial Trust Co / SC
|
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Camden Capital, LLC
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
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|
one8zero8, LLC
|
|
|
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|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
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|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
Seascape Capital Management
|
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|
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|
CIBC Private Wealth Group, LLC
|
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|
SageView Advisory Group, LLC
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
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|
EMC Capital Management
|
|
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
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|
|
|
|
Cape Investment Advisory, Inc.
|
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|
Cranbrook Wealth Management, LLC
|
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|
Centaurus Financial, Inc.
|
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Mendel Money Management
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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|
|
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|
Signature Estate & Investment Advisors Llc
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Monticello Wealth Management, Llc
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|
Kieckhefer Group Llc
|
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Andar Capital Management HK Ltd
|
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Northstar Asset Management Llc
|
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Raleigh Capital Management Inc.
|
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Dakota Wealth Management
|
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Ignite Planners, LLC
|
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Mediolanum International Funds Ltd
|
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Breakwater Capital Group
|
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Opal Wealth Advisors, LLC
|
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|
Stock Portfolio - Stock Portfolio
|
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Warren Averett Asset Management, LLC
|
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WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
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|
Graham Capital Management, L.P.
|
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|
Guardian Wealth Management, Inc.
|
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Bare Financial Services, Inc
|
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FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
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|
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|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Harbour Investments, Inc.
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
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|
Federated Hermes, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
MQS Management LLC
|
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|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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|
Parallel Advisors, LLC
|
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FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
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|
Moody Aldrich Partners Llc
|
|
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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|
Claro Advisors LLC
|
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|
Two Sigma Investments, Lp
|
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|
Arkfeld Wealth Strategies, L.L.C.
|
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|
National Asset Management, Inc.
|
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Kingswood Wealth Advisors, Llc
|
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JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
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Grove Bank & Trust
|
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Clark Financial Services Group Inc /bd
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
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|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
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|
Profunds - Profund Vp Large-cap Growth
|
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|
SRS Capital Advisors, Inc.
|
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Dnca Finance
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
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|
Cynosure Management, Llc
|
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|
Magnolia Capital Advisors Llc
|
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|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
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|
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|
|
Papp L Roy & Associates
|
|
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|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
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|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Pinnacle Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
Profunds - Profund Vp Internet
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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Castle Hook Partners LP
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AIFG Consultants Ltd.
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ERn Financial, LLC
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Barrett & Company, Inc.
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Probity Advisors, Inc.
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Summit X, LLC
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Kaufman Rossin Wealth, LLC
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Wedge Capital Management L L P/nc
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MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A
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Cache Advisors, LLC
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
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Public Sector Pension Investment Board
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Nordea Investment Management Ab
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Armstrong Advisory Group, Inc
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ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
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Charles Schwab Investment Management Inc
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Fairfield, Bush & Co.
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
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TBH Global Asset Management, LLC
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Allianz Se
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Spire Wealth Management
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
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Magnetar Financial LLC
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SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
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Alpha Cubed Investments, LLC
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Nomura Holdings Inc
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KKM Financial LLC
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DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
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Mutual Of America Capital Management Llc
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Schonfeld Strategic Advisors LLC
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Capital Advisory Group Advisory Services, LLC
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Sherbrooke Park Advisers Llc
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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Catalyst Private Wealth, Llc
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BOK Financial Private Wealth, Inc.
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Livforsakringsbolaget Skandia, Omsesidigt
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Optimum Investment Advisors
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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Eaton Vance Risk-managed Diversified Equity Income Fund
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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Driehaus Capital Management Llc
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Ing Groep Nv
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Advisor Resource Council
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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Yelin Lapidot Holdings Management Ltd.
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PAX Financial Group, LLC
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Integrated Wealth Concepts LLC
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
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Mason Investment Advisory Services, Inc.
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Cherry Tree Wealth Management, LLC
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Benchmark Investment Advisors LLC
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
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HBK Sorce Advisory LLC
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