|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
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|
Rafferty Asset Management, LLC
|
|
|
|
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|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
TB Capital Gestao de Recursos Ltda.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Monimus Capital Management, Lp
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Meritage Group LP
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
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BIT Capital GmbH
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PACIFIC SELECT FUND - Technology Portfolio Class I
|
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Firestone Capital Management
|
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|
New York State Common Retirement Fund
|
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|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
SP Asset Management LLC
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|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
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|
Goldman Sachs Group Inc
|
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Blueshift Asset Management, LLC
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MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
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Oxford Asset Management Llp
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Montag A & Associates Inc
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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Harvest Portfolios Group Inc.
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
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Nbc Securities, Inc.
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Johnson Financial Group, Inc.
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Clarkston Capital Partners, LLC
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Canoe Financial LP
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Chicago Partners Investment Group LLC
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Valmark Advisers, Inc.
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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Kestra Advisory Services, LLC
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Highline Wealth Partners Llc
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Numerai GP LLC
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Mission Creek Capital Partners, Inc.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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True Wealth Design, LLC
|
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Capital A Wealth Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Amica Retiree Medical Trust
|
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Jump Financial, LLC
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Avidian Wealth Solutions, LLC
|
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|
Bellwether Advisors, LLC
|
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Welch & Forbes Llc
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Hopwood Financial Services, Inc.
|
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|
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class
|
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OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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|
Dunhill Financial, LLC
|
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|
Skopos Labs, Inc.
|
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Ossiam
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Public Employees Retirement System Of Ohio
|
|
|
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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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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|
Pin Oak Investment Advisors Inc
|
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|
Caption Management, LLC
|
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Concord Wealth Partners
|
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KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
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|
Wrapmanager Inc
|
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|
Tcw Group Inc
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
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|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
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|
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|
Arlington Trust Co LLC
|
|
|
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|
Wealthspire Advisors, LLC
|
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|
Dogwood Wealth Management LLC
|
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|
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|
|
Motco
|
|
|
|
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|
CBIZ Investment Advisory Services, LLC
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
Hershey Trust Co
|
|
|
|
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|
Vestcor Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
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|
HighTower Advisors, LLC
|
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|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
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|
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|
|
Avalon Trust Co
|
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|
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|
Everence Capital Management Inc
|
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|
One Wealth Capital Management, Llc
|
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|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
PTEC - Global X Funds - Global X PropTech ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Provident Co of the Employees of the Hebrew University LTD
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Resolute Advisors LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Financial Futures Ltd Liability Co.
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Saba Capital Management, L.P.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
united american securities inc. (d/b/a uas asset management)
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
KBC Group NV
|
|
|
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|
Capital Fund Management S.a.
|
|
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|
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Kazazian Asset Management, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
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|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Xponance, Inc.
|
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|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
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|
Twin City Private Wealth, Llc
|
|
|
|
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|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
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|
Ameriflex Group, Inc.
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Amplify ETF Trust - Amplify Travel Tech ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
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|
Panagora Asset Management Inc
|
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Intermede Investment Partners Ltd
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
|
|
Pacer Advisors, Inc.
|
|
|
|
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|
Salomon & Ludwin, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
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|
Snowden Capital Advisors LLC
|
|
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|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
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|
EFG Asset Management (Americas) Corp.
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
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|
New York Life Investment Management Llc
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
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|
|
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|
Brevan Howard Capital Management LP
|
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|
Two Creeks Capital Management, LP
|
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|
|
Archer Investment Corp
|
|
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|
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|
Coston, McIsaac & Partners
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
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|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
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|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
Ask Capital Management, Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
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Prudential Financial Inc
|
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|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Railway Pension Investments Ltd
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Nova Wealth Management, Inc.
|
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|
State of New Jersey Common Pension Fund D
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
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|
Ieq Capital, Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
Jain Global LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
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|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
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JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
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|
Laurel Wealth Advisors LLC
|
|
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
Td Asset Management Inc
|
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|
Broderick Brian C
|
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Ronald Blue Trust, Inc.
|
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Intellectus Partners, LLC
|
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|
Birchbrook, Inc.
|
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Acadian Asset Management Llc
|
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ArrowMark Colorado Holdings LLC
|
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ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
|
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|
|
Wedbush Securities Inc
|
|
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|
|
Operose Advisors LLC
|
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Mirador Capital Partners LP
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
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|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
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|
Orion Capital Management LLC
|
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Fieldview Capital Management, LLC
|
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Hudson Bay Capital Management LP
|
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USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
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|
Capital Advisors, Ltd. LLC
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Scott & Selber, Inc.
|
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Brown, Lisle/cummings, Inc.
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Lindbrook Capital, Llc
|
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World Equity Group, Inc.
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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|
|
Impact Capital Partners LLC
|
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|
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|
Shorepath Capital Management LLC
|
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|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Peak6 Llc
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
Securian Asset Management, Inc
|
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|
Arkadios Wealth Advisors
|
|
|
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|
Horizon Financial Services, Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
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|
|
Americana Partners, LLC
|
|
|
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|
|
Rockefeller Capital Management L.P.
|
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|
Varma Mutual Pension Insurance Co
|
|
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|
|
|
Paragon Capital Management Ltd
|
|
|
|
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|
Ritholtz Wealth Management
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
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|
|
Allen Investment Management LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
York Gp, Ltd.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Vested Financial Planning, LLC
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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|
Ci Investments Inc.
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|
Citadel Advisors Llc
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Glenmede Trust Co Na
|
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|
Trajan Wealth LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
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|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Worldquant Millennium Advisors Llc
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Banque Transatlantique SA
|
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Jfs Wealth Advisors, Llc
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
Itau Unibanco Holding S.A.
|
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|
Comerica Bank
|
|
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|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
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|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
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|
Cambridge Investment Research Advisors, Inc.
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
Savant Capital, LLC
|
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Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Rsm Us Wealth Management Llc
|
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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|
Oversea-Chinese Banking CORP Ltd
|
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|
Edmond De Rothschild Holding S.a.
|
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Harbour Investments, Inc.
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Exchange Traded Concepts, Llc
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Synovus Financial Corp
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Chapman Financial Group, Llc
|
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111 Capital
|
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Evergreen Capital Management Llc
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Financial Advisors Network, Inc.
|
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Trust Asset Management LLC
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Atticus Wealth Management, Llc
|
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Greycroft LP
|
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|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Monetta Financial Services Inc
|
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|
Dimensional Fund Advisors Lp
|
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Hedges Asset Management LLC
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
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|
Glenmede Investment Management, LP
|
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Ag2r La Mondiale Gestion D'actifs
|
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Axxcess Wealth Management, Llc
|
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S-Bank Fund Management Ltd
|
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Trexquant Investment LP
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Envestnet Asset Management Inc
|
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Standard Life Aberdeen plc
|
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Advisory Resource Group
|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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CIBC Private Wealth Group, LLC
|
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Dana Investment Advisors, Inc.
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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|
WCG Wealth Advisors LLC
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
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|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
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|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
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|
|
HHM Wealth Advisors, LLC
|
|
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|
MGO Private Wealth, LLC
|
|
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|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
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|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
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|
|
|
Independent Advisor Alliance
|
|
|
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|
|
Founders Financial Alliance, LLC
|
|
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|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
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|
|
Credit Agricole S A
|
|
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|
|
Banyan Capital Management, Inc.
|
|
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|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
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|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Sc Us (ttgp), Ltd.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Ethic Inc.
|
|
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|
Union Bancaire Privee, UBP SA
|
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|
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|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Godshalk Welsh Capital Management, Inc.
|
|
|
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|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
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|
Abc Arbitrage Sa
|
|
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|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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|
National Asset Management, Inc.
|
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|
Caas Capital Management Lp
|
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|
WealthTrak Capital Management LLC
|
|
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|
Catalytic Wealth RIA, LLC
|
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|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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|
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|
Canada Pension Plan Investment Board
|
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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|
Meiji Yasuda Asset Management Co Ltd.
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
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|
JustInvest LLC
|
|
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|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
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|
Captrust Financial Advisors
|
|
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|
Private Advisor Group, LLC
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
|
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|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
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|
Sculptor Capital LP
|
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|
Marcum Wealth, LLC
|
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|
Hm Payson & Co
|
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|
TRUE Private Wealth Advisors
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
|
Regatta Capital Group, Llc
|
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|
Alps Advisors Inc
|
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Hartland & Co., LLC
|
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Pinnacle Bancorp, Inc.
|
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|
Sherman Asset Management, Inc.
|
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Benchstone Capital Management LP
|
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Ancora Advisors, LLC
|
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McElhenny Sheffield Capital Management, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
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|
LPL Financial LLC
|
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|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
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|
Zrc Wealth Management, Llc
|
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Gould Capital, LLC
|
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RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
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|
Capital Impact Advisors, LLC
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
SYM FINANCIAL Corp
|
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|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
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JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
Empowered Funds, LLC
|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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|
Markel Corp
|
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Sage Rhino Capital Llc
|
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Credit Industriel Et Commercial
|
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PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
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|
SBI Securities Co., Ltd.
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
Trust Co Of Vermont
|
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Oppenheimer Asset Management Inc.
|
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MAI Capital Management
|
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Lombard Odier Asset Management (Switzerland) SA
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
|
Power Wealth Management Llc
|
|
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|
Akre Capital Management Llc
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
First Trust Advisors Lp
|
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|
|
State Street Corp
|
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|
Geode Capital Management, Llc
|
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|
Los Angeles Capital Management Llc
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
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|
Amundi
|
|
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
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|
|
Stonegate Investment Group, LLC
|
|
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|
Nicolet Advisory Services, Llc
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
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|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Consulta Ltd
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Hamilton Lane Advisors Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
DRH Investments, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
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|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
BlackRock, Inc.
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Nordea Investment Management Ab
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Mml Investors Services, Llc
|
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|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
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|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Gotham Asset Management, LLC
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|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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Sterling Capital Management LLC
|
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|
Principal Securities, Inc.
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State Board Of Administration Of Florida Retirement System
|
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Jasper Ridge Partners, L.P.
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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Prospera Financial Services Inc
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Rosenberg Matthew Hamilton
|
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Dakota Wealth Management
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Chelsea Counsel Co
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GW&K Investment Management, LLC
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Global Wealth Strategies & Associates
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
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PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
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Mengis Capital Management, Inc.
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Crossmark Global Holdings, Inc.
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iA Global Asset Management Inc.
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Mirae Asset Global Investments Co., Ltd.
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Fifth Third Bancorp
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Daiwa Securities Group Inc.
|
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SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
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Arizona State Retirement System
|
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Deseret Mutual Benefit Administrators
|
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Wiley Bros.-aintree Capital, Llc
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Financial Management Professionals, Inc.
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ProShare Advisors LLC
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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GAMMA Investing LLC
|
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Prime Capital Investment Advisors, LLC
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FIRAX - FIDELITY SELECT PORTFOLIOS - Fidelity International Real Estate Fund Fidelity Advisor International Real Estate Fund: Class A
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
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PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
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|
|
Sendero Wealth Management, LLC
|
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Private Trust Co Na
|
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|
Oakworth Capital, Inc.
|
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LMR Partners LLP
|
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Russell Investments Group, Ltd.
|
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Alamar Capital Management, LLC
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Campbell & CO Investment Adviser LLC
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Boston Family Office Llc
|
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Avion Wealth
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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Sentry Investment Management Llc
|
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Twinbeech Capital Lp
|
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U.S. Capital Wealth Advisors, LLC
|
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MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
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|
LGT Group Foundation
|
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|
Waypoint Wealth Partners Inc.
|
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
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Signaturefd, Llc
|
|
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|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
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|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
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|
|
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NITE - Capitol Series Trust - The Nightview Fund
|
|
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|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Gladstone Capital Management LLP
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
MVPA - Advisor Managed Portfolios - Miller Value Partners Appreciation ETF
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
|
|
|
|
|
Pathway Capital Management, Lp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Investidor Profissional Gestao de Recursos Ltda.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
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|
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|
Binnacle Investments Inc
|
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|
Invesco Qqq Trust, Series 1
|
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|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
Inlight Wealth Management, LLC
|
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|
Walleye Trading LLC
|
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|
Dorsey & Whitney Trust CO LLC
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
Rossby Financial, LCC
|
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|
Whittier Trust Co Of Nevada Inc
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
NewSquare Capital LLC
|
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|
Versant Capital Management, Inc
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Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Siemens Fonds Invest GmbH
|
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|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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|
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|
Wood Tarver Financial Group, LLC
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Elevate Capital Advisors, LLC
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Virtu Financial LLC
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Dynasty Wealth Management, Llc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Oak Thistle LLC
|
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Evelyn Partners Investment Management LLP
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COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Us Bancorp \de\
|
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Waldron Private Wealth LLC
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
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Byrne Asset Management LLC
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Chemistry Wealth Management LLC
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Reuter James Wealth Management, Llc
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Stansberry Asset Management, Llc
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Rhumbline Advisers
|
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TriaGen Wealth Management LLC
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Warren Averett Asset Management, LLC
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American Century Companies Inc
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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XTX Topco Ltd
|
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TD Waterhouse Canada Inc.
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Flagship Harbor Advisors, Llc
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Financial Avengers, Inc.
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Kera Capital Partners, Inc.
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Principal Financial Group Inc
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MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
Meeder Advisory Services, Inc.
|
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Hurley Capital, LLC
|
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ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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Ctc Llc
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
GHP Investment Advisors, Inc.
|
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|
Investment Research & Advisory Group, Inc.
|
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|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
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|
Wynn Capital, LLC
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Colony Group, LLC
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Compass Wealth Management LLC
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Manchester Capital Management LLC
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FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
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|
Riggs Asset Managment Co. Inc.
|
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Resources Investment Advisors, LLC.
|
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
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|
Redwood Park Advisors LLC
|
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|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
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|
Profunds - Profund Vp Consumer Services
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
First Horizon Advisors, Inc.
|
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|
Generali Asset Management SPA SGR
|
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Prestige Wealth Management Group LLC
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
Larson Financial Group LLC
|
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|
Mandatum Life Insurance Co Ltd
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Tectonic Advisors Llc
|
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|
Bank Of Nova Scotia
|
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|
Sit Investment Associates Inc
|
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|
Sage Mountain Advisors LLC
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|
Royal Bank Of Canada
|
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|
CBOE Vest Financial, LLC
|
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|
SOA Wealth Advisors, LLC.
|
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|
Investment Management Corp of Ontario
|
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|
Virtue Capital Management, LLC
|
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|
Maia Wealth LLC
|
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|
Mutual Of America Capital Management Llc
|
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|
SG Americas Securities, LLC
|
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|
Country Trust Bank
|
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|
Caisse Des Depots Et Consignations
|
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|
Spdr S&p 500 Etf Trust
|
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|
Harvest Fund Management Co., Ltd
|
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|
Schf (gpe), Llc
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
Gordian Capital Singapore Pte Ltd
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
|
|
PayPay Securities Corp
|
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
United Community Bank
|
|
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|
Fullcircle Wealth Llc
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Chicago Capital, LLC
|
|
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|
|
D.a. Davidson & Co.
|
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|
Federated Hermes, Inc.
|
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|
Commonwealth Equity Services, Llc
|
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|
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|
|
Fulcrum Asset Management LLP
|
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|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
GCQ FUNDS MANAGEMENT PTY Ltd
|
|
|
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|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
MKA Charitable Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Profunds - Profund Vp Internet
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
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Boothbay Fund Management, Llc
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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Painted Porch Advisors LLC
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Loomis Sayles & Co L P
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Scientech Research LLC
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Kentucky Retirement Systems Insurance Trust Fund
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
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Kentucky Trust Co
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Counterpoint Mutual Funds LLC
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Bank of New York Mellon Corp
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JDM Financial Group LLC
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
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RD Finance Ltd
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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Worm Capital, Llc
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Symmetry Investments LP
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a16z Perennial Management, L.P.
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
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BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
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CAPROCK Group, Inc.
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NorthCrest Asset Manangement, LLC
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
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Pinnacle Wealth Management Advisory Group, LLC
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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Voloridge Investment Management, Llc
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Vise Technologies, Inc.
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Profunds - Profund Vp Ultrabull
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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Millennium Management Llc
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
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NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
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E Fund Management Co., Ltd.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
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Newbridge Financial Services Group, Inc.
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Solstein Capital, LLC
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TRFM - ETF Series Solutions - AAM Transformers ETF
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CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
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Stephens Inc /ar/
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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Calamos Wealth Management LLC
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
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Howard Capital Management Inc.
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Becker Capital Management Inc
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Pnc Financial Services Group, Inc.
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Quadrant Capital Group Llc
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
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Vega Investment Solutions
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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Bokf, Na
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Allworth Financial LP
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Dark Forest Capital Management Lp
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USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
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ProVise Management Group, LLC
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Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
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Atria Wealth Solutions, Inc.
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Teza Capital Management LLC
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Forsta Ap-fonden
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Commerzbank Aktiengesellschaft /fi
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Nissay Asset Management Corp /japan/ /adv
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Alaethes Wealth LLC
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Susquehanna International Group, Llp
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Victory Capital Management Inc
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Moors & Cabot, Inc.
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
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Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
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OneAscent Investment Solutions LLC
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Beacon Pointe Advisors, LLC
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EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
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JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Global Retirement Partners, LLC
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Cache Advisors, LLC
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Aviva Plc
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Legal & General Group Plc
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Putney Financial Group LLC
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
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|
Gilder Gagnon Howe & Co Llc
|
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|
Pure Portfolios Holdings Llc
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
Brinker Capital Investments, LLC
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
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|
|
Wallace Advisory Group, LLC
|
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|
|
Madison Asset Management, LLC
|
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|
Coldstream Capital Management Inc
|
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|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
TFJ Management, LLC
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
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|
