|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
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|
GenTrust, LLC
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
D.a. Davidson & Co.
|
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|
Clearbridge Investments, LLC
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|
Mitchell Mcleod Pugh & Williams Inc
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Cornerstone Wealth Group, LLC
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JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
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|
Rodgers Brothers Inc.
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Senator Investment Group LP
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Wallace Hart LLC
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Atria Wealth Solutions, Inc.
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N.E.W. Advisory Services LLC
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|
Elyxium Wealth, LLC
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Fmb Wealth Management
|
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BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
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|
NWF Advisory Services Inc.
|
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|
Lodestone Wealth Management LLC
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CWA Asset Management Group, LLC
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DnB Asset Management AS
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Atlas Private Wealth Advisors
|
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CarsonAllaria Wealth Management, Ltd.
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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|
Guyasuta Investment Advisors Inc
|
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|
Beacon Capital Management, Inc.
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Van Hulzen Asset Management, LLC
|
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
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111 Capital
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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EFG Asset Management (North America) Corp.
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Samalin Investment Counsel, LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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Dock Street Asset Management Inc
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Hartline Investment Corp/
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Montag A & Associates Inc
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Catalyst Financial Partners Llc
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
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|
Topsail Wealth Management, LLC
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
Defender Capital, LLC.
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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FT Vest Hedged Equity Income Fund: Series A3
|
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Calamos Global Dynamic Income Fund
|
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Fft Wealth Management Llc
|
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IronBridge Private Wealth, LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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Point72 Asset Management, L.P.
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Victory Capital Management Inc
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Aptus Capital Advisors, LLC
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Gitterman Wealth Management, LLC
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TUG - Listed Funds Trust - STF Tactical Growth ETF
|
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Minot DeBlois Advisors LLC
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Equitable Trust Co
|
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Bayforest Capital Ltd
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Meridian Wealth Management, LLC
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Perigon Wealth Management, LLC
|
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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LPL Financial LLC
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
RoundAngle Advisors LLC
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Strait & Sound Wealth Management LLC
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Avestar Capital, LLC
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Avantax Planning Partners, Inc.
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Rise Advisors, LLC
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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Intrepid Family Office Llc
|
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Albion Financial Group /ut
|
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NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
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FT Vest Total Return Income Fund: Series B1
|
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|
Sandbox Financial Partners, LLC
|
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Los Angeles Capital Management Llc
|
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Sheets Smith Investment Management
|
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Sona Asset Management (us) Llc
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Qrg Capital Management, Inc.
|
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|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
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|
Sloy Dahl & Holst, LLC
|
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|
USAdvisors Wealth Management, LLC
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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Thoma Capital Management LLC
|
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|
Strategic Family Wealth Counselors, L.L.C.
|
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Inceptionr Llc
|
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|
Cape Investment Advisory, Inc.
|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
Guardian Wealth Management, Inc.
|
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Cobblestone Asset Management LLC
|
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|
Thoroughbred Financial Services, Llc
|
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Strategic Advocates LLC
|
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IFM Investors Pty Ltd
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
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|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
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|
Hantz Financial Services, Inc.
|
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|
Fortitude Family Office, LLC
|
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|
DMG Group, LLC
|
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|
Schroder Investment Management Group
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
First United Bank Trust/
|
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|
Louisbourg Investments Inc.
|
|
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|
Garrison Point Advisors, Llc
|
|
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|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
AIA Group Ltd
|
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|
|
Rfg Holdings, Inc.
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
DAT - PROSHARES TRUST - ProShares Big Data Refiners ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
ARKK - Ark ETF Trust - ARK Innovation ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
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|
|
Metis Global Partners, LLC
|
|
|
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|
Lee Johnson Capital Management, Llc
|
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|
Kiker Wealth Management, LLC
|
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|
Pnc Financial Services Group, Inc.
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
West Chester Capital Advisors, Inc
|
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|
Quarry LP
|
|
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|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
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|
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
|
|
Quantinno Capital Management LP
|
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|
|
IVC Wealth Advisors LLC
|
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|
Peterson Wealth Services
|
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|
Mizuho Securities Usa Llc
|
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|
Crews Bank & Trust
|
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|
Larson Financial Group LLC
|
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Aquatic Capital Management LLC
|
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Avion Wealth
|
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Essex Financial Services, Inc.
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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|
Zuckerman Investment Group, LLC
|
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|
Clear Street Markets Llc
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Cullen/frost Bankers, Inc.
|
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Ethos Financial Group, LLC
|
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|
Sumitomo Life Insurance Co
|
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Capital Wealth Planning, LLC
|
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|
Wealthedge Investment Advisors, Llc
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
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|
Gotham Asset Management, LLC
|
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|
Roundhill ETF Trust - Roundhill PLTR WeeklyPay ETF
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Hancock Whitney Corp
|
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|
PARK CIRCLE Co
|
|
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|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
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|
|
|
Baird Financial Group, Inc.
|
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|
SBI Securities Co., Ltd.
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
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|
Kestra Advisory Services, LLC
|
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|
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|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
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|
Capital Group Investment Management Pte. Ltd.
|
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|
Knights of Columbus Asset Advisors LLC
|
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|
Trexquant Investment LP
|
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|
MTM Investment Management, LLC
|
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|
Traphagen Investment Advisors Llc
|
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|
McAlister, Sweet & Associates, Inc.
|
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|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
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|
|
Center for Financial Planning, Inc.
|
|
|
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|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Cannon Global Investment Management, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Deuterium Capital Management, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
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Bell Bank
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Sageworth Trust Co
|
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SageView Advisory Group, LLC
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Proathlete Wealth Management Llc
|
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Schechter Investment Advisors, LLC
|
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Vinva Investment Management Ltd
|
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GIAX - Tidal Trust II - Nicholas Global Equity and Income ETF
|
|
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|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
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|
|
Kingsman Wealth Management, Inc.
|
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|
Cigna Investments Inc /new
|
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DecisionPoint Financial, LLC
|
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VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
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Kovitz Investment Group Partners, LLC
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Regions Financial Corp
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
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Centric Wealth Management
|
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Consilio Wealth Advisors, Llc
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Prosperity Wealth Management, Inc.
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Howard Hughes Medical Institute
|
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IFG Advisory, LLC
|
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
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|
Legal Advantage Investments, Inc.
|
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Allspring Global Investments Holdings, LLC
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Strategic Wealth Partners, Ltd.
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Greenwich Wealth Management LLC
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Washington Trust Bank
|
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Resources Management Corp /ct/ /adv
|
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Family Legacy Financial Solutions, LLC
|
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Teacher Retirement System Of Texas
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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Proficio Capital Partners LLC
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Raab & Moskowitz Asset Management LLC
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RiverFront Investment Group, LLC
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FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Calamos Advisors LLC
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First Trust Advisors Lp
|
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Spartan Planning & Wealth Management
|
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Bank Hapoalim Bm
|
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Chung Wu Investment Group, LLC
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Mutual Of America Capital Management Llc
|
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Regatta Capital Group, Llc
|
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Seacrest Wealth Management, Llc
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Grange Capital, LLC
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Northwest Capital Management Inc
|
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Valley Financial Group, Inc.
|
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Whittier Trust Co Of Nevada Inc
|
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LOM Asset Management Ltd
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Connecticut Wealth Management, LLC
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Hampton Road Capital Management LP
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Addison Capital Co
|
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Plancorp, LLC
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Willner & Heller, Llc
|
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Murphy & Mullick Capital Management Corp
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Fortis Group Advisors, LLC
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Arlington Capital Management, Inc.
|
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Sandy Spring Bank
|
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Financial Gravity Companies, Inc.
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Mfg Wealth Management, Inc.
|
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
Sigma Planning Corp
|
|
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|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Meiji Yasuda Life Insurance Co
|
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Canada Pension Plan Investment Board
|
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RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Northstar Advisory Group, LLC
|
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IAG Wealth Partners, LLC
|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
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|
Wetherby Asset Management Inc
|
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|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
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|
Capital Investment Advisors, LLC
|
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
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|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
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|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
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|
|
|
Tactive Advisors, LLC
|
|
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|
|
|
Sheets Smith Wealth Management
|
|
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|
Tower Wealth Partners, Inc.
|
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|
Patron Partners Advisors, Llc
|
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|
Reliant Investment Partners, LLC
|
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|
Alyeska Investment Group, L.P.
|
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|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Q3 Asset Management
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Gullane Capital, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
CMC Financial Group
|
|
|
|
|
|
Regal Investment Advisors LLC
|
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|
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|
|
Gables Capital Management Inc.
|
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|
Quartz Partners, LLC
|
|
|
|
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|
Optiver Holding B.V.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
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|
Wick Capital Partners, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Martin Investment Management, LLC
|
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|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Ithaka Group Llc
|
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|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
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|
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|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
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|
|
|
|
Fagan Associates, Inc.
|
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|
Forum Financial Management, LP
|
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|
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|
WPG Advisers, LLC
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
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|
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|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
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|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Synergy Financial Group, LTD
|
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|
Winslow Capital Management, LLC
|
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|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
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|
|
|
|
Cunning Capital Partners, LP
|
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|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Benningfield Financial Advisors, Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Aragon Global Management, LP
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Surience Private Wealth Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I
|
|
|
|
|
|
Burford Brothers, Inc.
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O'shaughnessy Asset Management, Llc
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Resolute Wealth Strategies, LLC
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PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
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|
McAdam, LLC
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Elevatus Welath Management
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Total Wealth Planning & Management, Inc.
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IAM Advisory, LLC
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Acadian Asset Management Llc
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Itau Unibanco Holding S.A.
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Freestone Capital Holdings, LLC
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
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|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
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|
Harbor Investment Advisory, Llc
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Pandora Wealth, Inc.
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AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
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Ofc Financial Planning, Llc
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Congress Wealth Management LLC / DE /
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Empower Advisory Group, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Counterweight Ventures, LLC
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KDT Advisors, LLC
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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Kavar Capital Partners Group, Llc
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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Kapstone Financial Advisors LLC
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Endowment Wealth Management, Inc.
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McKinley Carter Wealth Services, Inc.
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King Wealth
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TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Matrix Asset Advisors Inc/ny
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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AIMZ Investment Advisors, LLC
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Man Group plc
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Abbot Financial Management, Inc.
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CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
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|
Hm Payson & Co
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Bridgefront Capital, LLC
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GSB Wealth Management, LLC
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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Evergreen Private Wealth LLC
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Rafferty Asset Management, LLC
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RPG Investment Advisory, LLC
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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Matrix Private Capital Group Llc
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Wall Street Financial Group, Inc.
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Baker Boyer National Bank
|
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PayPay Securities Corp
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Northern Oak Wealth Management Inc
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
APG Asset Management N.V.
|
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Intrepid Financial Planning Group LLC
|
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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|
Centerpoint Advisors, LLC
|
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Y-Intercept (Hong Kong) Ltd
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
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Key Client Fiduciary Advisors, LLC
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Iowa State Bank
|
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|
Emerald Investment Partners, Llc
|
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One Charles Private Wealth Services, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
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|
Putnam Fl Investment Management Co
|
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IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
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|
Howland Capital Management Llc
|
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|
Bernard Wealth Management Corp.
|
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|
Southland Equity Partners LLC
|
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|
Magnus Financial Group LLC
|
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|
Trellis Wealth Advisors LLC
|
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|
RDA Financial Network
|
|
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|
Ionic Capital Management LLC
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
Daymark Wealth Partners, Llc
|
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|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
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|
Quotient Wealth Partners, LLC
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Cwm, Llc
|
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ARK Investment Management LLC
|
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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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|
Johnson & White Wealth Management, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
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|
Cardiff Park Advisors, Llc
|
|
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|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
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|
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|
|
Chevy Chase Trust Holdings, Inc.
|
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|
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|
Ilmarinen Mutual Pension Insurance Co
|
|
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|
|
Versor Investments LP
|
|
|
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|
|
One Capital Management, LLC
|
|
|
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|
|
Sara-Bay Financial
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
PLTU - Direxion Shares ETF Trust - Direxion Daily PLTR Bull 2X Shares
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
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|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Elite Wealth Management, Inc.
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
First International Bank of Israel Ltd.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Hartmann Taylor Wealth Management, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
October Effect Ltd
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
GUNZ - Spinnaker ETF Series - Tuttle Capital Self Defense Index ETF
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
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Atlas Legacy Advisors, LLC
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Snowden Capital Advisors LLC
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
White Knight Strategic Wealth Advisors, LLC
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FT Vest Hedged Equity Income Fund: Series A2
|
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Salem Investment Counselors Inc
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First PREMIER Bank
|
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Burt Wealth Advisors
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Capital Insight Partners, Llc
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Simplicity Wealth,LLC
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Quantbot Technologies LP
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Game Plan Financial Advisors, LLC
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Roberts Capital Advisors, LLC
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Ethic Inc.
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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Ariadne Wealth Management, LP
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
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Cornell Pochily Investment Advisors, Inc.
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Abacus Wealth Partners, LLC
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Mount Lucas Management LP
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Gateway Investment Advisers Llc
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Pinnacle Financial Group, LLC / IL
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Onefund, Llc
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
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Truvestments Capital Llc
|
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MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
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|
GAMMA Investing LLC
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Smith Group Asset Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
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Gerber Kawasaki Wealth & Investment Management
|
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Pingora Partners LLC
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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Eubel Brady & Suttman Asset Management Inc
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Stance Capital Llc
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Aaron Wealth Advisors LLC
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Matauro, Llc
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Palacios Wealth Management, LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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HCR Wealth Advisors
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Barnes Dennig Private Wealth Management LLC
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Csenge Advisory Group
|
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Bank Of America Corp /de/
|
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Telos Capital Management, Inc.
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Cary Street Partner Investment Advisory Llc
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Belpointe Asset Management LLC
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BostonPremier Wealth LLC
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Kera Capital Partners, Inc.
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Pinkerton Retirement Specialists, LLC
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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Franklin Resources Inc
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Winton Capital Group Ltd
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
Smith Anglin Financial, LLC
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Addison Advisors LLC
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
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Blue Rock Wealth Management LLC
|
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Frisch Financial Group, Inc.
|
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
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Quadrant Private Wealth Management, LLC
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Strategies Wealth Advisors, LLC
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CMG Global Holdings, LLC
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Cetera Investment Advisers
|
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Garde Capital, Inc.
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O'Neil Global Advisors, Inc.
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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Rogco, Lp
|
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
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Harmony Asset Management Llc
|
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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|
Fortress Private Ledger, Llc
|
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|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
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|
Krane Funds Advisors LLC
|
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|
Rothschild Investment Llc
|
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Dupree Financial Group, LLC
|
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CTC Alternative Strategies, Ltd.
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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|
Iams Wealth Management, Llc
|
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Emerald Mutual Fund Advisers Trust
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
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|
Alan B. Lancz & Associates, Inc.
|
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GoalVest Advisory LLC
|
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|
Shelton Capital Management
|
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WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
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|
Adirondack Trust Co
|
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|
Keel Point, LLC
|
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|
Ignite Planners, LLC
|
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Bnc Wealth Management, Llc
|
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Fairvoy Private Wealth, LLC
|
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|
Fortem Financial Group, Llc
|
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|
Poehling Capital Management, LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
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|
One Wealth Advisors, LLC
|
|
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|
Fairbanks Capital Management, Inc.
|
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|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Pensionmark Financial Group, Llc
|
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|
|
Summit X, LLC
|
|
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|
|
Clark Capital Management Group, Inc.
|
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|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
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|
Hillsdale Investment Management Inc.
|
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Intech Investment Management Llc
|
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|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Bosman Wealth Management, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Fortress Investment Group LLC
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Josh Arnold Investment Consultant, Llc
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Dorsal Capital Management, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
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|
Quent Capital, LLC
|
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|
|
Cranbrook Wealth Management, LLC
|
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|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
683 Capital Management, LLC
|
|
|
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|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Money Concepts Capital Corp
|
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|
Cresset Asset Management, LLC
|
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Agp Franklin, Llc
|
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|
Gordian Capital Singapore Pte Ltd
|
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|
Sollinda Capital Management LLC
|
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|
WealthPlan Investment Management, LLC
|
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|
Close Asset Management Ltd
|
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|
|
Citizens Business Bank
|
|
|
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|
NorthRock Partners, LLC
|
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|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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|
Souders Financial Advisors
|
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|
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|
Wealthcare Capital Partners, LLC
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
|
|
|
Fred Alger Management, Llc
|
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|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
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|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
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|
Mackenzie Financial Corp
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
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|
Scarborough Advisors, LLC
|
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Creegan & Nassoura Financial Group, LLC
|
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Citizens Financial Group Inc/ri
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GGM Financials LLC
|
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Prospera Financial Services Inc
|
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Machina Capital S.a.s.
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Mason & Associates Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
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|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Dudley Capital Management, Llc
|
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|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
Credit Agricole S A
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
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|
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|
NFP Retirement, Inc.
|
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|
RMG Wealth Management LLC
|
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|
BlackDiamond Wealth Management Inc.
|
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BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
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|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Cooper Capital Advisors LLC
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
UNICOM Systems, Inc.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Kaye Capital Management
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Kurv ETF Trust - Kurv Technology Titans Select ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Caz Investments Lp
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
|
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Hummer Financial Advisory Services Inc
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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J.w. Cole Advisors, Inc.
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VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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Cedar Mountain Advisors, LLC
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Seven Post Investment Office LP
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Builder Investment Group Inc /adv
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Profunds - Profund Vp Technology
|
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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Liberty Square Wealth Partners Llc
|
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Cyndeo Wealth Partners, LLC
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
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|
Whitaker-Myers Wealth Managers, LTD.
|
|
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|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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iA Global Asset Management Inc.
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Dakota Wealth Management
|
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Ingalls & Snyder Llc
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Nebula Research & Development LLC
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Chilton Capital Management Llc
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Bleakley Financial Group, LLC
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RKL Wealth Management LLC
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Hyperion Asset Management Ltd
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Tsfg, Llc
|
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Annis Gardner Whiting Capital Advisors, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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TCTC Holdings, LLC
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Quilter Plc
|
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Ashton Thomas Securities, Llc
|
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Sumitomo Mitsui Financial Group, Inc.
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Accredited Investors Inc.
|
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Aprio Wealth Management, LLC
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International Private Wealth Advisors LLC
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KLCM Advisors, Inc.
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O'Brien Wealth Partners LLC
|
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BlackRock Innovation & Growth Trust
|
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Gamco Investors, Inc. Et Al
|
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Federated Hermes, Inc.
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Cohen Capital Management, Inc.
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Cornerstone Planning, LLC
|
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Capital Management Associates, Inc
|
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True Wealth Design, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
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Sierra Ocean, Llc
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Edge Wealth Management LLC
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Standard Life Aberdeen plc
|
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Kmg Fiduciary Partners, Llc
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
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|
Mml Investors Services, Llc
|
|
|
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
Clay Northam Wealth Management, LLC
|
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Pasadena Private Wealth, LLC
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Capital Advisory Group Advisory Services, LLC
|
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Rational Advisors Llc
|
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FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
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|
Claro Advisors LLC
|
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Berger Financial Group, Inc
|
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Patriot Investment Management Inc.
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Savvy Advisors, Inc.
|
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McGowan Group Asset Management, Inc.
|
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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Trust Asset Management LLC
|
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HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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|
Capital Advisors Inc/ok
|
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|
Apeiron RIA LLC
|
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|
Investors Research Corp
|
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|
Barnes Wealth Management Group, Inc
|
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|
Howard Capital Management Inc.
|
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Merit Financial Group, LLC
|
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McIlrath & Eck, LLC
|
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|
Koshinski Asset Management, Inc.
|
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Coldstream Capital Management Inc
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Silvant Capital Management LLC
|
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|
Dale Q Rice Investment Management Ltd
|
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|
Capital Asset Advisory Services LLC
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
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|
|
Magnetar Financial LLC
|
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|
Allen Investment Management LLC
|
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|
R Squared Ltd
|
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|
MGO Private Wealth, LLC
|
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|
|
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|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
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|
Sapient Capital Llc
|
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|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
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|
Royal Bank Of Canada
|
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|
|
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|
1858 Wealth Management, Llc
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
West Michigan Advisors, Llc
|
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|
Triumph Capital Management
|
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|
InTrack Investment Management Inc
|
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|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
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|
J. L. Bainbridge & Co., Inc.
|
|
|
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|
WIM INVESTMENT MANAGEMENT Ltd
|
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|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
EGGS - Tidal Trust III - NestYield Total Return Guard ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
ODonnell Financial Services, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
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Ronald Blue Trust, Inc.
|
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Sei Investments Co
|
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Bard Financial Services, Inc.
|
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|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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|
|
|
|
Clarity Capital Partners LLC
|
|
|
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|
Sound Income Strategies, LLC
|
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|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
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|
Manufacturers Life Insurance Company, The
|
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|
|
Fiduciary Trust Co
|
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|
Bank Of Nova Scotia
|
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|
Twin Capital Management Inc
|
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|
Integrity Alliance, Llc.
|
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|
American Institute for Advanced Investment Management, LLP
|
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|
Aire Advisors, Llc
|
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|
Prudential Plc
|
|
|
|
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|
JNBA Financial Advisors
|
|
|
|
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|
Global Retirement Partners, LLC
|
|
|
|
|
|
Aspiring Ventures, LLC
|
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|
Activest Wealth Management
|
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|
Limestone Investment Advisors LP
|
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|
Putney Financial Group LLC
|
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|
Capital World Investors
|
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|
Vestcor Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Sather Financial Group Inc
|
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|
Clear Creek Financial Management, LLC
|
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TABR Capital Management, LLC
|
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Signature Resources Capital Management, LLC
|
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Leeward Financial Partners, LLC
|
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|
IFP Advisors, Inc
|
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Astoria Portfolio Advisors LLC.
|
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Private Capital Management, LLC
|
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Level Four Advisory Services, Llc
|
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|
|
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|
Jfs Wealth Advisors, Llc
|
|
|
|
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|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
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|
|
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Personal Cfo Solutions, Llc
|
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|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Core Wealth Partners LLC
|
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|
|
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|
Clarity Financial LLC
|
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|
|
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|
Kessler Investment Group, LLC
|
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|
Norinchukin Bank, The
|
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|
GM Advisory Group, Inc.
|
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|
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Capital International Ltd /ca/
|
|
|
|
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|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
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|
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|
ICICI Prudential Asset Management Co Ltd
|
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|
Precedent Wealth Partners, Llc
|
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|
Variant Private Wealth, LLC
|
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|
Win Advisors, Inc
|
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Silverlake Wealth Management Llc
|
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|
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Venturi Wealth Management, LLC
|
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|
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
BCJ Capital Management, LLC
|
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|
Atlanta Consulting Group Advisors, LLC
|
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|
apricus wealth, LLC
|
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|
Wealthspire Advisors, LLC
|
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|
Investment House Llc
|
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|
Flynn Zito Capital Management, Llc
|
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
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|
First Heartland Consultants, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
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|
Vise Technologies, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
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|
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|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
SHLD - Global X Funds - Global X Defense Tech ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Cornerstone Enterprises, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
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BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
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Gf Fund Management Co. Ltd.
|
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Strong Tower Advisory Services
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
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|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
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City National Bank Of Florida /msd
|
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|
Mirae Asset Global Investments Co., Ltd.
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Boomfish Wealth Group, LLC
|
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|
Spirit Of America Management Corp/ny
|
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Efficient Advisors, LLC
|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Nvwm, Llc
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
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|
San Luis Wealth Advisors LLC
|
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|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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|
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MAI Capital Management
|
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Frazier Financial Advisors, LLC
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WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF
|
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|
FCG Investment Co
|
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|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
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Spectrum Wealth Advisory Group, LLC
|
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Jacobsen Capital Management
|
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Meeder Advisory Services, Inc.
|
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LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
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49 Wealth Management, Llc
|
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Lee Financial Co
|
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Fiduciary Family Office, Llc
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
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|
Sig Brokerage, Lp
|
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LaSalle St. Investment Advisors, LLC
|
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|
HBW Advisory Services LLC
|
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|
Signal Advisors Wealth, LLC
|
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VestGen Advisors, LLC
|
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Ark Venture Fund
|
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Abound Wealth Management
|
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Andra AP-fonden
|
|
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Edmond De Rothschild Holding S.a.
|
|
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|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
Alpine Global Management, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
Steel Peak Wealth Management LLC
|
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|
American Financial Advisors, LLC
|
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New Millennium Group LLC
|
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Smallwood Wealth Investment Management, LLC
|
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HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
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Strategy Asset Managers Llc
|
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Coastline Trust Co
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
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|
BDGS - EA Series Trust - Bridges Capital Tactical ETF
|
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Lindbrook Capital, Llc
|
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D'Orazio & Associates, Inc.
|
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TAX - EA Series Trust - Cambria Tax Aware ETF
|
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|
Xcel Wealth Management, LLC
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
HHM Wealth Advisors, LLC
|
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|
MBL Wealth, LLC
|
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|
Squarepoint Ops LLC
|
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|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
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|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
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|
|
TFC Financial Management
|
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|
Uniplan Investment Counsel, Inc.
|
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BankPlus Trust Department
|
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|
Farmers & Merchants Investments Inc
|
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|
Retirement Systems of Alabama
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Hobbs Wealth Management, LLC
|
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|
Kaufman Rossin Wealth, LLC
|
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|
Afg Fiduciary Services Limited Partnership
|
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|
Scissortail Wealth Management, LLC
|
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|
Sunflower Bank, N.A.
|
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|
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|
Allred Capital Management, LLC
|
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|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
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|
AlTi Global, Inc.
|
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|
Belmont Capital, LLC
|
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|
Kingsview Wealth Management, LLC
|
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|
Indiana Trust & Investment Management CO
|
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|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
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|
|
Krs Capital Management, Llc
|
|
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|
|
|
Kovack Advisors, Inc.
|
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|
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|
|
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Kitching Partners, Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Crosspoint Financial, Llc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
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|
Everhart Financial Group, Inc.
|
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|
ABN AMRO Bank N.V.
|
|
|
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|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
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|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
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|
Graham Capital Management, L.P.
|
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|
Resolute Advisors LLC
|
|
|
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|
V-Square Quantitative Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
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|
|
Aspect Partners, LLC
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
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|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Fortitude Advisory Group L.L.C.
|
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Atria Investments Llc
|
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|
Raleigh Capital Management Inc.
|
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Fairscale Capital, LLC
|
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
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|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
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|
Royal Fund Management, LLC
|
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|
Foster Group, Inc.
|
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|
Haven Private, LLC
|
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|
Davy Global Fund Management Ltd
|
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|
Clarkston Capital Partners, LLC
|
|
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|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Kerntke Otto McGlone Wealth Management Group
|
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|
Claris Financial LLC
|
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|
Sar Wealth Management Group, Llc
|
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|
Bank of New Hampshire
|
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
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|
Tudor Investment Corp Et Al
|
|
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|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
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|
|
Goldman Sachs Group Inc
|
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|
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|
Concentrum Wealth Management
|
|
|
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|
Financial Engines Advisors L.L.C.
|
|
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|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
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|
|
Verdence Capital Advisors LLC
|
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|
|
Camden Capital, LLC
|
|
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|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
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|
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|
|
Burr Financial Services, Llc
|
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|
|
|
|
Verition Fund Management LLC
|
|
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|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
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|
|
Golden State Equity Partners
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Shannon River Fund Management LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Lattice Capital Management, LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Pinnacle Wealth Management, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Blue Sky Capital Consultants Group, Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Privium Fund Management B.V.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
Heard Capital LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Firsthand Capital Management, Inc.
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Science & Technology Partners, L.P.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
EGGY - Tidal Trust III - NestYield Dynamic Income ETF
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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|
|
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|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
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|
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
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|
|
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|
Mbb Public Markets I Llc
|
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|
Total Investment Management Inc
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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Virtus Wealth Solutions LLC
|
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|
Patton Fund Management, Inc.
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
Nwam Llc
|
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|
|
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|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
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|
Edgestream Partners, L.P.
|
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|
|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
Trust Investment Advisors
|
|
|
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|
Compass Financial Services Inc
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
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|
Finer Wealth Management, Inc.
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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Inspire Advisors, LLC
|
|
|
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
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|
Checchi Capital Advisers, LLC
|
|
|
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|
Prelude Capital Management, Llc
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
DDFG, Inc
|
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|
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|
Yarbrough Capital, LLC
|
|
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
|
|
|
Western Pacific Wealth Management, LP
|
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|
|
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|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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|
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|
Amundi
|
|
|
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|
Optimum Investment Advisors
|
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|
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|
1776 Wealth LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
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|
|
Wedmont Private Capital
|
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|
Strengthening Families & Communities, LLC
|
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|
Kingswood Wealth Advisors, Llc
|
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|
Cornerstone Wealth Management, LLC
|
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|
West Family Investments, Inc.
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|
Legacy Financial Group, Inc.
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Mariner, LLC
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NewSquare Capital LLC
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Curio Wealth, Llc
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Capital Fund Management S.a.
|
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Nikko Asset Management Americas, Inc.
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|
First Dallas Securities Inc.
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Formidable Asset Management, LLC
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LMR Partners LLP
|
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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|
Quadrature Capital Ltd
|
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|
Synergy Financial Management, LLC
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ROSS\JOHNSON & Associates LLC
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|
Westbourne Investments, Inc.
|
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Encompass More Asset Management
|
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|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
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|
Foundations Investment Advisors, LLC
|
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|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
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|
|
UniSuper Management Pty Ltd
|
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|
Perpetual Ltd
|
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|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
|
Howard Financial Services, Ltd.
|
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|
|
|
|
Prudential Financial Inc
|
|
|
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|
Wealth Alliance Advisory Group, LLC
|
|
|
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
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|
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|
Jeppson Wealth Management, Llc
|
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|
Summit Trail Advisors, Llc
|
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|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
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|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
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|
|
Inscription Capital, LLC
|
|
|
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|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
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|
|
1620 Investment Advisors, Inc.
|
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|
|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Brinker Capital Investments, LLC
|
|
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|
|
Parallax Volatility Advisers, L.P.
|
|
|
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|
|
Norden Group Llc
|
|
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|
|
Cherrydale Wealth Management, Llc
|
|
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|
|
|
Keebeck Wealth Management, LLC
|
|
|
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|
|
DRW Securities, LLC
|
|
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|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
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|
|
|
|
Rik Saylor Financial, Inc.
|
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|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Maplelane Capital, Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Stark Wealth Management LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Empirical Capital Management, LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
|
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|
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|
Allen Operations Llc
|
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|
Ameritas Advisory Services, LLC
|
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|
|
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|
Wells Fargo & Company/mn
|
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|
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Kilter Group LLC
|
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|
Symmetry Partners, LLC
|
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|
Glen Eagle Advisors, LLC
|
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Eastern Bank
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
Integrated Investment Consultants, LLC
|
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|
Tower Research Capital LLC (TRC)
|
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|
Kozak & Associates, Inc.
|
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|
Weinberger Asset Management, Inc
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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|
Monument Capital Management
|
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|
Hartford Financial Management Inc.
|
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Strs Ohio
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
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|
CBOE Vest Financial, LLC
|
|
|
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|
Group One Trading, L.p.
|
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|
Leelyn Smith, LLC
|
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|
Roger Wittlin Investment Advisory, LLC
|
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|
Wealth Management Partners, LLC
|
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|
Fifth Third Bancorp
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
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|
Yeomans Consulting Group, Inc.
|
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|
Affinity Capital Advisors, LLC
|
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|
CMT Capital Markets Trading GmbH
|
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|
FNY Investment Advisers, LLC
|
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|
Creative Planning
|
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|
Dimension Capital Management Llc
|
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|
Roble, Belko & Company, Inc
|
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|
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|
Owen LaRue, LLC
|
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|
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
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|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
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|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
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|
Fundamentun, Llc
|
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|
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|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
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|
Maripau Wealth Management Llc
|
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|
|
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|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Full Sail Capital, LLC
|
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|
|
|
|
Creekmur Asset Management LLC
|
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|
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|
Tokio Marine Asset Management Co Ltd
|
|
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|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
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|
Life Planning Partners, Inc
|
|
|
|
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|
LGT Group Foundation
|
|
|
|
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|
Northwestern Mutual Wealth Management Co
|
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|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
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|
Legacy Capital Group California, Inc.
|
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|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
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|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
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|
|
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|
BOCHK Asset Management Ltd
|
|
|
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|
Sfmg, Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
RWQ Financial Management Services, Inc.
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Guided Capital Wealth Management, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Sullivan Wood Capital Management LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Union Square Park Capital Management, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
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|
GHP Investment Advisors, Inc.
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Lantz Financial LLC
|
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|
|
|
Meeder Asset Management Inc
|
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|
Oppenheimer & Co Inc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
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|
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|
|
Atala Financial Inc
|
|
|
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|
Field & Main Bank
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
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|
|
|
|
Accuvest Global Advisors
|
|
|
|
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|
Mayport, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
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|
|
QTR Family Wealth, LLC
|
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|
|
|
|
BlackRock Science & Technology Trust II
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
Allen Holding Inc /ny
|
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|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Lido Advisors, LLC
|
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|
|
|
|
AI-Squared Management Ltd
|
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|
Advisors Asset Management, Inc.
|
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Cercano Management LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
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|
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|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Hartford Investment Management Co
|
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|
V2 Financial group LLC
|
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|
Fort Vancouver Investment Management, LLC
|
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|
Forefront Wealth Management Inc.
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
AustralianSuper Pty Ltd
|
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|
|
Principle Wealth Partners Llc
|
|
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|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
AltraVue Capital, LLC
|
|
|
|
|
|
Qvr Llc
|
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|
|
Wbh Advisory Inc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
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|
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|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Washington Harbour Partners LP
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Forbes Financial Planning, Inc.
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Morgens Waterfall Vintiadis & Co Inc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
SW Investment Management LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Oracle Investment Management Inc
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
ADPV - Series Portfolios Trust - Adaptiv Select ETF
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
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Wealthfront Advisers Llc
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Ai Financial Services Llc
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FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
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AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
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Pacific Heights Asset Management Llc
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Smith, Moore & Co.
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Princeton Global Asset Management LLC
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PrairieView Partners, LLC
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L.m. Kohn & Company
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