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Jag Capital Management, Llc
|
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Calamos Advisors LLC
|
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Revolve Wealth Partners, LLC
|
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MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
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|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
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|
Sovran Advisors, LLC
|
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TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
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Clean Yield Group
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
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|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
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|
Transamerica Financial Advisors, Inc.
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
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|
Two Sigma Securities, Llc
|
|
|
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
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Diversified Enterprises, LLC
|
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VestGen Advisors, LLC
|
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Yarbrough Capital, LLC
|
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VisionPoint Advisory Group, LLC
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
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|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
Capital International Sarl
|
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Axa S.a.
|
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Holocene Advisors, LP
|
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Ingalls & Snyder Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
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|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
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|
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FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
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HBK Sorce Advisory LLC
|
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Jaffetilchin Investment Partners, LLC
|
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FT Vest Total Return Income Fund: Series A4
|
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New York State Common Retirement Fund
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
Advisory Alpha, LLC
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
Banque Transatlantique SA
|
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Allstate Corp
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
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E Fund Management (Hong Kong) Co., Ltd.
|
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AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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Dunhill Financial, LLC
|
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
Luts & Greenleigh Group, Inc
|
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Triasima Portfolio Management inc.
|
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ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Evoke Wealth, Llc
|
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ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
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|
Pitcairn Co
|
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|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
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|
Hudock, Inc.
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
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|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Bosman Wealth Management, LLC
|
|
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|
|
Cynosure Management, Llc
|
|
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Osterweis Capital Management Inc
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
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|
|
GeoWealth Management, LLC
|
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|
ERn Financial, LLC
|
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|
TCTC Holdings, LLC
|
|
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|
Bell Investment Advisors, Inc
|
|
|
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|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
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|
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|
MidWestOne Financial Group, Inc.
|
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|
Souders Financial Advisors
|
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
|
Bell Bank
|
|
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|
Genus Capital Management Inc.
|
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|
Cascade Investment Group, Inc.
|
|
|
|
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|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Columbus Hill Capital Management, L.P.
|
|
|
|
|
|
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Stony Point Capital LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Absoluto Partners Gestao de Recursos Ltda
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
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|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
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|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
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|
Richardson Financial Services Inc.
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Marshall Wace, Llp
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Pathstone Holdings, LLC
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Orion Portfolio Solutions, LLC
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
|
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IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
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|
Canandaigua National Bank & Trust Co
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
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|
LGT Group Foundation
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
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|
Morling Financial Advisors, LLC
|
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Bamco Inc /ny/
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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|
Pandora Wealth, Inc.
|
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HighMark Wealth Management LLC
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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GAMMA Investing LLC
|
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|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Progressive Investment Management Corp
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VCSTX - VALIC Co I - Science & Technology Fund
|
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Guggenheim Strategic Opportunities Fund
|
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King Luther Capital Management Corp
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Virtue Capital Management, LLC
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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Adell Harriman & Carpenter Inc
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Castleark Management Llc
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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Alliancebernstein L.p.
|
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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|
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ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
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Asset Planning,Inc
|
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BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Fortress Wealth Group, LLC
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Fairfield, Bush & Co.
|
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TD Capital Management LLC
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Jupiter Asset Management Ltd
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Piscataqua Savings Bank
|
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Pathway Financial Advisors LLC
|
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ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
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Optimum Investment Advisors
|
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Bowen Hanes & Co Inc
|
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Flagship Harbor Advisors, Llc
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HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
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CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares
|
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Lighthouse Investment Partners, LLC
|
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Michels Family Financial, LLC
|
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Loomis Sayles & Co L P
|
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Gordian Capital Singapore Pte Ltd
|
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Klp Kapitalforvaltning As
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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Dnca Finance
|
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RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
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Sepio Capital, LP
|
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Great Lakes Advisors, Llc
|
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ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Clio Asset Management LLC
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Dudley Capital Management, Llc
|
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Gsa Capital Partners Llp
|
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BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Savant Capital, LLC
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
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1832 Asset Management L.P.
|
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|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Comerica Bank
|
|
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|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
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|
USA Financial Portformulas Corp
|
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Bank of New York Mellon Corp
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
Seamount Financial Group Inc
|
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Bank Of Nova Scotia
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
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|
Bensler, LLC
|
|
|
|
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|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
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|
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|
Raymond James Financial Inc
|
|
|
|
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|
Mattern Wealth Management LLC
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
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|
Promus Capital, LLC
|
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|
Marsico Capital Management Llc
|
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APG Asset Management US Inc.
|
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|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
HB Wealth Management, LLC
|
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|
Tidemark, LLC
|
|
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|
Diversified Trust Co
|
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Intact Investment Management Inc.
|
|
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|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
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|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Torray Llc
|
|
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|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
MWA Asset Management
|
|
|
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|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
FNGG - Direxion Shares ETF Trust - Direxion Daily Select Large Caps & FANGs Bull 2X Shares
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Brandywine Managers, Llc
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Total Clarity Wealth Management, Inc.
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
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|
Stevens Capital Management Lp
|
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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|
Washington Trust Bank
|
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|
Krs Capital Management, Llc
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Cora Capital Advisors Llc
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Associated Banc-corp
|
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Clark Estates Inc/ny
|
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|
Gamco Investors, Inc. Et Al
|
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|
AlphaStar Capital Management, LLC
|
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|
Halbert Hargrove Global Advisors, Llc
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
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|
Ameritas Advisory Services, LLC
|
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Maven Securities LTD
|
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Centerpoint Advisory Group
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Foster Group, Inc.
|
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Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
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Your Advocates Ltd., LLP
|
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Gallagher Capital Advisors, LLC
|
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BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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|
Empire Life Investments Inc.
|
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Vista Wealth Management Group, LLC
|
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Retirement Wealth Solutions LLC
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Avidian Wealth Solutions, LLC
|
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Signet Financial Management, Llc
|
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Commerce Bank
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Nearwater Capital Markets, Ltd
|
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Valued Wealth Advisors LLC
|
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Mpwm Advisory Solutions, Llc
|
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Aprio Wealth Management, LLC
|
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Pinnacle Wealth Planning Services, Inc.
|
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Mackenzie Financial Corp
|
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Tcw Group Inc
|
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Erste Asset Management GmbH
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
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Keudell/Morrison Wealth Management
|
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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Stockbridge Partners LLC
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
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IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
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|
KilterHowling LLC
|
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Hallmark Capital Management Inc
|
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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Keyvantage Wealth, Llc
|
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Appleton Partners Inc/ma
|
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Liontrust Investment Partners LLP
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
Malaga Cove Capital, LLC
|
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American Capital Advisory, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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|
FLC Capital Advisors
|
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Raiffeisen Bank International AG
|
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
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|
Northwestern Mutual Wealth Management Co
|
|
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|
Global Retirement Partners, LLC
|
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RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
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|
Invesco Ltd.
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
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|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
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|
|
Granite Investment Partners, LLC
|
|
|
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|
|
Utah Retirement Systems
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
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|
|
Quest Investment Management Llc
|
|
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|
Manhattan West Asset Management, LLC
|
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|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
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|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
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|
|
|
YANKCOM Partnership
|
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|
St Germain D J Co Inc
|
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|
Bourgeon Capital Management Llc
|
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|
Oak Harvest Investment Services
|
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|
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|
|
Bender Robert & Associates
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
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|
IronOak Wealth LLC.
|
|
|
|
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|
International Assets Investment Management, Llc
|
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|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
RGM Capital, LLC
|
|
|
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|
a16z Perennial Management, L.P.
|
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|
Welch & Forbes Llc
|
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|
|
Sandbox Financial Partners, LLC
|
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|
|
Trust Asset Management LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Forbes J M & Co Llp
|
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|
|
Northwest & Ethical Investments L.P.
|
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|
Stone House Investment Management, LLC
|
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|
Fwl Investment Management, Llc
|
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|
Hartford Investment Management Co
|
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|
Berbice Capital Management LLC
|
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|
|
Massachusetts Financial Services Co /ma/
|
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|
First Manhattan Co
|
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|
|
Sarasin & Partners LLP
|
|
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|
Wedmont Private Capital
|
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|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
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|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
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|
|
Sapient Capital Llc
|
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|
Mutual Of America Capital Management Llc
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Trybe Capital Management LP
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
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|
|
|
|
Conning Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Pier 88 Investment Partners Llc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
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Victory Financial Group, Llc
|
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|
Kathmere Capital Management, LLC
|
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|
West Branch Capital LLC
|
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|
Public Employees Retirement Association Of Colorado
|
|
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|
Diversify Advisory Services, LLC
|
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|
|
Glenview Trust Co
|
|
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|
|
Brown, Lisle/cummings, Inc.
|
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|
|
|
|
North Star Asset Management Inc
|
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|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
|
Oarsman Capital, Inc.
|
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|
Cromwell Holdings LLC
|
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|
Barrier Capital Management, LLC
|
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|
Nippon Life Global Investors Americas, Inc.
|
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Nova Wealth Management, Inc.
|
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Prescott Group Capital Management, L.l.c.
|
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Dock Street Asset Management Inc
|
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D. E. Shaw & Co., Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Ashton Thomas Securities, Llc
|
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|
Aletheian Wealth Advisors LLC
|
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Bnp Paribas
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Element Pointe Advisors, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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Kcm Investment Advisors Llc
|
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Wolverine Trading, Llc
|
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Romano Brothers And Company
|
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1620 Investment Advisors, Inc.
|
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MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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|
CastleKnight Management LP
|
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Hennion & Walsh Asset Management, Inc.
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
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|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
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|
Palisade Asset Management, LLC
|
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|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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Chemistry Wealth Management LLC
|
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BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
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|
Castleview Partners, Llc
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
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|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
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|
|
High Note Wealth, LLC
|
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|
EverSource Wealth Advisors, LLC
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
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|
|
|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
|
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|
|
Battery Global Advisors, LLC
|
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|
Laurel Wealth Advisors LLC
|
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|
Spdr S&p 500 Etf Trust
|
|
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|
Triad Wealth Partners, LLC
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
|
|
iA Global Asset Management Inc.
|
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|
Quadcap Wealth Management, LLC
|
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|
Banque Cantonale Vaudoise
|
|
|
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|
SG Americas Securities, LLC
|
|
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|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
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|
|
Mirador Capital Partners LP
|
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|
|
|
Artisan Partners Limited Partnership
|
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|
Harwood Advisory Group, LLC
|
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|
Westfield Capital Management Co Lp
|
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|
Goldstream Capital Management Ltd
|
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|
Citigroup Inc
|
|
|
|
|
|
Scge Management, L.p.
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Guided Capital Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Spence Asset Management
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
BIT Capital GmbH
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Evolutionary Tree Capital Management, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Twenty Acre Capital LP
|
|
|
|
|
|
TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
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|
Rebalance, Llc
|
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|
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|
Alcosta Capital Management, Inc.
|
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Evergreen Capital Management Llc
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
|
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|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
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|
D.a. Davidson & Co.
|
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|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
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|
Pines Wealth Management, LLC
|
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|
Sycomore Asset Management
|
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|
Valley Brook Capital Group, Inc.
|
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|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
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|
Roanoke Asset Management Corp/ Ny
|
|
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|
Foundations Investment Advisors, LLC
|
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|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
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|
|
|
Avestar Capital, LLC
|
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|
|
|
|
Greykasell Wealth Strategies, Inc.
|
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|
Westover Capital Advisors, LLC
|
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|
Atria Investments Llc
|
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|
Harold Davidson & Associates Inc.
|
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|
Slow Capital, Inc.
|
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Simplex Trading, Llc
|
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Capital Investment Services of America, Inc.
|
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Factory Mutual Insurance Co
|
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|
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|
Nissay Asset Management Corp /japan/ /adv
|
|
|
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JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
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|
M&t Bank Corp
|
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Thematics Asset Management
|
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Standard Life Aberdeen plc
|
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Nicholas Company, Inc.
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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|
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
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|
Wealth Advisors of Tampa Bay, LLC
|
|
|
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|
Valmark Advisers, Inc.
|
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|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
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|
IAG Wealth Partners, LLC
|
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First National Bank Sioux Falls
|
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|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
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|
Keel Point, LLC
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Lakehouse Capital Pty Ltd
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
KPS Global Asset Management UK Ltd
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Exor Capital LLP
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
|
|
|
|
|
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
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Moran Wealth Management, LLC
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
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|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
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|
Pathway Financial Advisers, LLC
|
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|
Select Equity Group, L.P.
|
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LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
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|
Munro Partners
|
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|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
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|
Vestor Capital, Llc
|
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|
Laurion Capital Management LP
|
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|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
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|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
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|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
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|
|
Public Sector Pension Investment Board
|
|
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|
|
Veracity Capital LLC
|
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|
Winslow Capital Management, LLC
|
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|
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|
Aaron Wealth Advisors LLC
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
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|
Envestnet Asset Management Inc
|
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|
Sustainable Insight Capital Management, LLC
|
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|
PineBridge Investments, L.P.
|
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|
UMA Financial Services, Inc.
|
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|
N.E.W. Advisory Services LLC
|
|
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
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|
Edmond De Rothschild Holding S.a.
|
|
|
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|
Monetta Financial Services Inc
|
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|
Prestige Wealth Management Group LLC
|
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|
Capital Market Strategies LLC
|
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|
Private Advisor Group, LLC
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
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Forum Financial Management, LP
|
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|
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Scientech Research LLC
|
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|
Cetera Trust Company, N.A
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Fifth Third Bancorp
|
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Temasek Holdings (Private) Ltd
|
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FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
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|
Rosenblum Silverman Sutton S F Inc /ca
|
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ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
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IFM Investors Pty Ltd
|
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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United Capital Financial Advisers, Llc
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Institutional Investment Strategy Fund
|
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Checchi Capital Advisers, LLC
|
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Global X Japan Co., Ltd.
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
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WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
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National Bank Of Canada /fi/
|
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Whitford Management LLC
|
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|
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND
|
|
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|
Creative Planning
|
|
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|
Norden Group Llc
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
Summit Wealth Group Llc / Co
|
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O'shaughnessy Asset Management, Llc
|
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LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF
|
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|
Clearbridge Investments, LLC
|
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|
Schroder Investment Management Group
|
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|
GoalVest Advisory LLC
|
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|
Catalytic Wealth RIA, LLC
|
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|
Unigestion Holding SA
|
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Pin Oak Investment Advisors Inc
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Burney Co/
|
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|
Cahill Financial Advisors Inc
|
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|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
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|
|
|
Decker Retirement Planning Inc.
|
|
|
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|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
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|
EFG Asset Management (Americas) Corp.
|
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|
Nvwm, Llc
|
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|
Bank of Jackson Hole Trust
|
|
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|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
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|
|
ProShare Advisors LLC
|
|
|
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|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Anderson Financial Strategies, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Praesidium Investment Management Company, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
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|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
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|
|
|
|
Moser Wealth Advisors, LLC
|
|
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|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
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|
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|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
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|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
J.Safra Asset Management Corp
|
|
|
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|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
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|
180 Wealth Advisors, Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
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|
|
Leelyn Smith, LLC
|
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|
Beaton Management Co. Inc.
|
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Barrett & Company, Inc.
|
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BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
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|
T. Rowe Price Investment Management, Inc.
|
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|
Disciplina Capital Management LLC
|
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|
Caitong International Asset Management Co., Ltd
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Regal Investment Advisors LLC
|
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|
PUREfi Wealth, LLC
|
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|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
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|
Howard Bailey Securities, Llc
|
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|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
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|
New Age Alpha Advisors, LLC
|
|
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|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
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|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
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|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
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|
|
Emprise Bank
|
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
TFR Capital, LLC.
|
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|
Arete Wealth Advisors, LLC
|
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|
Northwest Capital Management Inc
|
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|
Copia Wealth Management
|
|
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|
Chicago Capital, LLC
|
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|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
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|
|
Everpar Advisors Llc
|
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|
|
First PREMIER Bank
|
|
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|
L & S Advisors Inc
|
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|
Transatlantique Private Wealth Llc
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
|
Two Sigma Investments, Lp
|
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|
Ameriprise Financial Inc
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
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|
|
Mitchell Capital Management Co
|
|
|
|
|
|
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
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|
|
New Wave Wealth Advisors Llc
|
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|
Centricity Wealth Management, LLC
|
|
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|
Actiam N.v.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
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|
|
|
Lodestar Private Asset Management Llc
|
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|
|
Tacita Capital Inc
|
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|
|
Meridian Financial Partners LLC
|
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|
|
Oakworth Capital, Inc.
|
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|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Jones Financial Companies Lllp
|
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|
|
Capital Fund Management S.a.
|
|
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|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
MayTech Global Investments, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Ndwm Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
LCG - Northern Lights Fund Trust IV - Sterling Capital Focus Equity ETF
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Exane Asset Management
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Mather Group, Llc.
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Driehaus Capital Management Llc
|
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Zullo Investment Group, Inc.
|
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|
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|
Trillium Asset Management, Llc
|
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|
AlphaCore Capital LLC
|
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|
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|
|
First Foundation Advisors
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
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|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
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|
|
Consolidated Investment Group LLC
|
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|
|
Principal Financial Group Inc
|
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|
Ci Investments Inc.
|
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|
Gluskin Sheff & Assoc Inc
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Stephens Inc /ar/
|
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Crossmark Global Holdings, Inc.
|
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|
Pacer Advisors, Inc.
|
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Aspire Private Capital, LLC
|
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|
LMR Partners LLP
|
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|
Knights of Columbus Asset Advisors LLC
|
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|
Ambassador Advisors, LLC
|
|
|
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|
Great Valley Advisor Group, Inc.
|
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|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
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|
|
Truist Financial Corp
|
|
|
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|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
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|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Davis R M Inc
|
|
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|
|
River Street Advisors LLC
|
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|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Palo Ds Manager Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
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|
Princeton Global Asset Management LLC
|
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|
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|
|
Caxton Associates Llp
|
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|
|
|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
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|
New York Life Investment Management Llc
|
|
|
|
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|
Yousif Capital Management, Llc
|
|
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|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
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|
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|
Calton & Associates, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
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|
First National Bank of Hutchinson
|
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|
North Star Investment Management Corp.
|
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DnB Asset Management AS
|
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|
Fullcircle Wealth Llc
|
|
|
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Ossiam
|
|
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|
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|
Qsemble Capital Management, LP
|
|
|
|
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|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
|
|
|
Simon Quick Advisors, Llc
|
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|
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|
Sequoia Financial Advisors, LLC
|
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|
Voya Investment Management Llc
|
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|
Optiver Holding B.V.
|
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|
1248 Management, LLC
|
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|
Kennebec Savings Bank
|
|
|
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|
Westwood Holdings Group Inc
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
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|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
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|
Bellwether Advisors, LLC
|
|
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
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|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
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|
|
Sofos Investments, Inc.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
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|
Nvest Financial, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
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|
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|
Rothschild Investment Llc
|
|
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|
Quadrature Capital Ltd
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
CIBC Capital Markets (Europe) S.A.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Grace & Mercy Foundation, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Aubrey Capital Management Ltd
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
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Stephens Consulting, LLC
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Walter Public Investments Inc.
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Jacobs & Co/ca
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Titan Global Capital Management Usa Llc
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|
Rialto Wealth Management, LLC
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|
Regions Financial Corp
|
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|
Semus Wealth Partners LLC
|
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|
WealthTrak Capital Management LLC
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
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|
Brown Financial Advisors
|
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|
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares
|
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Motco
|
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|
Truvestments Capital Llc
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|
Evanson Asset Management, LLC
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AllSquare Wealth Management LLC
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Core Alternative Capital
|
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|
Boreal Capital Management LLC
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WealthTrust Axiom LLC
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Smartleaf Asset Management LLC
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Cito Capital Group, LLC
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|
State of Tennessee, Treasury Department
|
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Van Eck Associates Corp
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Omnia Family Wealth, LLC
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Mirova
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Wealth Preservation Advisors, LLC
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Highline Wealth Partners Llc
|
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Itau Unibanco Holding S.A.
|
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Hudson Valley Investment Advisors Inc /adv
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AMG National Trust Bank
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Heritage Wealth Advisors
|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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BlackRock ETF Trust II - BlackRock Total Return ETF
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Ithaka Group Llc
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Credential Qtrade Securities Inc.
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EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
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Trinity Legacy Partners, LLC
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
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Sherbrooke Park Advisers Llc
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KBC Group NV
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
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RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
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Jackson, Grant Investment Advisers, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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Nebula Research & Development LLC
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WealthPlan Investment Management, LLC
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Custom Index Systems, Llc
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Financial Advocates Investment Management
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Guggenheim Capital Llc
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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Moloney Securities Asset Management, LLC
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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Cetera Investment Advisers
|
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RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
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|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
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Fiera Capital Corp
|
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
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Sowell Financial Services LLC
|
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Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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Thornburg Investment Management Inc
|
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AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
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NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
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Voleon Capital Management Lp
|
|
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
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|
|
|
O'Neil Global Advisors, Inc.
|
|
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|
Inscription Capital, LLC
|
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|
Legend Financial Advisors, Inc.
|
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Nbt Bank N A /ny
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
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|
|
Alaethes Wealth LLC
|
|
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|
Turtle Creek Wealth Advisors, LLC
|
|
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|
Shelton Capital Management
|
|
|
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|
Hollencrest Capital Management
|
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
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|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
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|
|
Tudor Investment Corp Et Al
|
|
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|
|
Ausdal Financial Partners, Inc.
|
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|
Grove Bank & Trust
|
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|
Wright Investors Service Inc
|
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|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Mane Global Capital Management Lp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Benchstone Capital Management LP
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Siren, L.L.C.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
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|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
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|
Banque de Luxembourg S.A.
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
Mesirow Financial Investment Management, Inc.
|
|
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
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|
Black Swift Group, LLC
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
|
Teachers Retirement System Of The State Of Kentucky
|
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|
|
First Affirmative Financial Network
|
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|
Cabot Wealth Management Inc
|
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|
Elgethun Capital Management
|
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|
LVW Advisors, LLC
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Eleva Capital SAS
|
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|
Dana Investment Advisors, Inc.
|
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|
Investment Research & Advisory Group, Inc.
|
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KPP Advisory Services LLC
|
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|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
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|
|
|
NZS Capital, LLC
|
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|
Cornerstone Advisors, LLC
|
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Second Line Capital, LLC
|
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|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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|
Janney Capital Management LLC
|
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|
|
South Dakota Investment Council
|
|
|
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|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
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|
W.H. Cornerstone Investments Inc.
|
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|
|
Fiduciary Trust Co
|
|
|
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|
Great Diamond Partners, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
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|
|
|
SWS Partners
|
|
|
|
|
|
Moore Capital Management, Lp
|
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Stifel Financial Corp
|
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
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|
Caisse Des Depots Et Consignations
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
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Aegon Asset Management Uk Plc
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
Sterneck Capital Management, LLC
|
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Royal London Asset Management Ltd
|
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BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
Armstrong Advisory Group, Inc
|
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|
Lazard Freres Gestion S.A.S.
|
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Olistico Wealth, LLC
|
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Stratos Wealth Partners, LTD.
|
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Sands Capital Management, Llc
|
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Logan Capital Management Inc
|
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QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
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|
Spinnaker Investment Group, LLC
|
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|
Consolidated Portfolio Review Corp
|
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Altfest L J & Co Inc
|
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|
Goodman Advisory Group, LLC
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
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|
Acap Strategic Fund
|
|
|
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|
Western Wealth Management, LLC
|
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ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
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|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
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|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
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|
Calamos Wealth Management LLC
|
|
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|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
|
|
Profunds - Profund Vp Ultrabull
|
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
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|
Howard Hughes Medical Institute
|
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
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|
|
Teamwork Financial Advisors, LLC
|
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|
|
Monetary Management Group Inc
|
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|
|
Himension Fund
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
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|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
Benjamin Edwards Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
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|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
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|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
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|
|
First Trust Advisors Lp
|
|
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|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Tiger Global Management Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Morangie Management LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Anatole Investment Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
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|
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|
Wood Tarver Financial Group, LLC
|
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|
WealthPLAN Partners, LLC
|
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|
Resources Management Corp /ct/ /adv
|
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|
Brendel Financial Advisors LLC
|
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|
Dogwood Wealth Management LLC
|
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|
First United Bank Trust/
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|
Boothe Investment Group, Inc.
|
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New Hampshire Trust
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
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|
Concorde Asset Management, LLC
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
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|
Owen LaRue, LLC
|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
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|
Eastern Bank
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
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|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
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|
Xcel Wealth Management, LLC
|
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|
Group One Trading, L.p.
|
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|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
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|
Capital Analysts, Inc.
|
|
|
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|
Avantax Advisory Services, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
Clarus Group, Inc.
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
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|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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Thrivent Financial For Lutherans
|
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
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|
Covenant Asset Management, LLC
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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First Financial Corp /in/
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Ardsley Advisory Partners Lp
|
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Alpine Bank Wealth Management
|
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|
Davidson Capital Management Inc.
|
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Stenger Family Office, LLC
|
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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|
Sei Investments Co
|
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Centerpoint Advisors, LLC
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SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
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Bank Of Montreal /can/
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National Pension Service
|
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Advisor OS, LLC
|
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SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
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|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Harvest Investment Services, LLC
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
First Financial Bankshares Inc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Mission Wealth Management, Lp
|
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Permanent Capital Management, LP
|
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Verus Capital Partners, Llc
|
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JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
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|
Nomura Asset Management Co Ltd
|
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|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
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|
Jupiter Wealth Management LLC
|
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|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
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|
BlackDiamond Wealth Management Inc.
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
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|
Canton Hathaway, LLC
|
|
|
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|
|
Jackson Thornton Asset Management, Llc
|
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
American National Bank
|
|
|
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|
|
Aqr Capital Management Llc
|
|
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|
|
Tocqueville Asset Management L.p.
|
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|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
|
|
Camden Capital, LLC
|
|
|
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|
|
Strategic Advisors LLC
|
|
|
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|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Trivest Advisors Ltd
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Next Century Growth Investors Llc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
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|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
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|
Independent Solutions Wealth Management, LLC
|
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|
StoneX Group Inc.
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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|
Impact Investors, Inc
|
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|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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Strategic Advocates LLC
|
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L.m. Kohn & Company
|
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Bokf, Na
|
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Morse Asset Management, Inc
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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|
Kornitzer Capital Management Inc /ks
|
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Capital Investment Advisors, LLC
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Drive Wealth Management, Llc
|
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Johnson Investment Counsel Inc
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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Hillsdale Investment Management Inc.
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
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|
Vise Technologies, Inc.
|
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|
Beaumont Asset Management, L.L.C.
|
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Df Dent & Co Inc
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
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|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
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Geneos Wealth Management Inc.
|
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Advent Claymore Convertible Securities & Income Fund
|
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|
Keeler THomas Management LLC
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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Sender Co & Partners, Inc.
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Rafferty Asset Management, LLC
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Solstein Capital, LLC
|
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Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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Concord Asset Management, LLC/VA
|
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Arrowstreet Capital, Limited Partnership
|
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Ratan Capital Management LP
|
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CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
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RiverGlades Family Offices LLC
|
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Capital Research Global Investors
|
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B. Metzler seel. Sohn & Co. AG
|
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Russell Investments Group, Ltd.
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Coldstream Capital Management Inc
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Moisand Fitzgerald Tamayo, LLC
|
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Skopos Labs, Inc.
|
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Mv Capital Management, Inc.
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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IMC-Chicago, LLC
|
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Bearing Point Capital, Llc
|
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Elyxium Wealth, LLC
|
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Capital Group Investment Management Pte. Ltd.
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Accent Capital Management, LLC
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ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
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|
Boomfish Wealth Group, LLC
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Midwest Financial Group LLC
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
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|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
Rsm Us Wealth Management Llc
|
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|
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PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
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|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
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|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
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|
OneAscent Financial Services LLC
|
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|
Segment Wealth Management, LLC
|
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Drucker Wealth 3.0, LLC
|
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|
Moneta Group Investment Advisors Llc
|
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Relyea Zuckerberg Hanson LLC
|
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|
Rothschild Capital Partners, LLC
|
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Field & Main Bank
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Family Management Corp
|
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|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
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|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
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|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
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|
Integrated Advisors Network LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
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|
Silicon Valley Capital Partners
|
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|
Middleton & Co Inc/ma
|
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|
Silvercrest Asset Management Group Llc
|
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|
Waddell & Associates, Llc
|
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|
Brevan Howard Capital Management LP
|
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|
Jane Street Group, Llc
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
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|
Biondo Investment Advisors, LLC
|
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|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Insight Holdings Group, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Marex Group plc
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Riverbridge Partners Llc
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Washington Trust Advisors, Inc.
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Clarity Financial LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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MAI Capital Management
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Dohj, Llc
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Prelude Capital Management, Llc
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
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Empirical Finance, LLC
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RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
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DSG Capital Advisors, LLC
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ABN AMRO Bank N.V.
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
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Baader Bank INC
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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Tcfg Wealth Management, Llc
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Wellington Management Group Llp
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CDAM (UK) Ltd
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Values First Advisors, Inc.
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
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Krane Funds Advisors LLC
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HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
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Abundance Wealth Counselors
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Overbrook Management Corp
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
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SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
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CLOD - Themes ETF Trust - Themes Cloud Computing ETF
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HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
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WPG Advisers, LLC
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
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Headlands Technologies LLC
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Harbor Capital Advisors, Inc.
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Spurstone Advisory Services, LLC
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Alexander Labrunerie & Co., Inc.
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Limestone Investment Advisors LP
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PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
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Journey Strategic Wealth Llc
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
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Jamison Private Wealth Management, Inc.
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Lyell Wealth Management, Lp
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Navellier & Associates Inc
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Equitable Holdings, Inc.
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
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Red Lighthouse Investment Management, Llc
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
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Prosperity Financial Group, Inc.
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PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
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Gf Fund Management Co. Ltd.
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BOK Financial Private Wealth, Inc.
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Hyperion Asset Management Ltd
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NWK Group, Inc.
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ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
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CLOU - Global X Funds - Global X Cloud Computing ETF
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Enterprise Bank & Trust Co
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
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Sunburst Financial Group, LLC
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BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
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WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
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Cohen Klingenstein LLC
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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SlateStone Wealth, LLC
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Grantham, Mayo, Van Otterloo & Co. LLC
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Vista Cima Wealth Management LLC
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Impact Asset Management GmbH
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Opal Wealth Advisors, LLC
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GPS Wealth Strategies Group, LLC
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Fortitude Family Office, LLC
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Hengehold Capital Management Llc
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Investment Management Corp of Ontario
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ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
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Compass Capital Management, Inc
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Brucke Financial, Inc.
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SP Asset Management LLC
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Modern Wealth Management, LLC
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Cross Staff Investments Inc
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Deutsche Bank Ag\
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Trifecta Capital Advisors, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
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Once Capital Management, LLC
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Highview Capital Management LLC/DE/
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Darden Wealth Group Inc
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Valiant Capital Management, L.P.
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Beese Fulmer Investment Management, Inc.
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Callan Capital, LLC
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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Accredited Wealth Management, LLC
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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DecisionPoint Financial, LLC
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Portfolio Design Labs, LLC
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Christopher J. Hasenberg, Inc
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Covea Finance
|
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WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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Hilltop Holdings Inc.
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Voya Financial Advisors, Inc.
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Clarius Group, LLC
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Atomi Financial Group, Inc.
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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DDD Partners, LLC
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IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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111 Capital
|
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Farther Finance Advisors, LLC
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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Private Wealth Management Group, LLC
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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AssuredPartners Investment Advisors, LLC
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Invst, LLC
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
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Meeder Advisory Services, Inc.
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Schmidt P J Investment Management Inc
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Soltis Investment Advisors LLC
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Panagora Asset Management Inc
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Connecticut Wealth Management, LLC
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Great Lakes Retirement, Inc.
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Empowered Funds, LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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BluePointe Capital Management, LLC
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Means Investment Co., Inc.
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Aristotle Atlantic Partners, Llc
|
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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Western Financial Corp/CA
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Nicola Wealth Management Ltd.
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NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
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Fidelis Capital Partners, LLC
|
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Iyo Bank, Ltd.
|
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Andar Capital Management HK Ltd
|
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Twin Peaks Wealth Advisors, LLC
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LeConte Wealth Management, LLC
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LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
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Diversify Wealth Management, Llc
|
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Gillespie Robinson & Grimm Inc
|
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Selective Wealth Management, Inc.
|
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New Republic Capital, LLC
|
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CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
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|
Carmignac Gestion
|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Mml Investors Services, Llc
|
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SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
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Evelyn Partners Asset Management Ltd
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Kovitz Investment Group Partners, LLC
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LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
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Citizens National Bank Trust Department
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