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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Deutsche Bank Ag\
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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SOUTH STATE Corp
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
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Jump Financial, LLC
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First United Bank Trust/
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ASR Vermogensbeheer N.V.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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Avion Wealth
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
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Optimum Investment Advisors
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Argonautica Private Wealth Management, Inc
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Bank Julius Baer & Co. Ltd, Zurich
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Monterey Private Wealth, Inc.
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Public Employees Retirement Association Of Colorado
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Arizona State Retirement System
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Mutual Advisors, LLC
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MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
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Game Plan Financial Advisors, LLC
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Wesbanco Bank Inc
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Ulland Investment Advisors, LLC
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Bruce G. Allen Investments, LLC
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
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Great Lakes Advisors, Llc
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CTC Alternative Strategies, Ltd.
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DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
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MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
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Alamar Capital Management, LLC
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Limestone Investment Advisors LP
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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California Public Employees Retirement System
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Thurston, Springer, Miller, Herd & Titak, Inc.
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NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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AdvisorNet Financial, Inc
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Mane Global Capital Management Lp
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Capital Markets Trading UK LLP
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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CNB Bank
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
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California State Teachers Retirement System
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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Cromwell Holdings LLC
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Twinbeech Capital Lp
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Steward Partners Investment Advisory, Llc
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Ellevest, Inc.
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SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
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ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
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Tran Capital Management, L.p.
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Montag A & Associates Inc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
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Pandora Wealth, Inc.
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Banco Bilbao Vizcaya Argentaria, S.a.
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We Are One Seven, LLC
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Banco Santander, S.A.
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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Access Investment Management LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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Cidel Asset Management Inc
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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Daiwa Securities Group Inc.
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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Dragoneer Investment Group, LLC
|
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IronBridge Private Wealth, LLC
|
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|
New York State Common Retirement Fund
|
|
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|
Financial Sense Advisors, Inc.
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
Tairen Capital Ltd
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
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|
Prestige Wealth Management Group LLC
|
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|
Gilbert & Cook, Inc.
|
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|
Point72 Europe (London) LLP
|
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|
Cantor Fitzgerald, L. P.
|
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Royal Fund Management, LLC
|
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|
Royal London Asset Management Ltd
|
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|
PFG Investments, LLC
|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
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|
GAMMA Investing LLC
|
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|
BCOR - Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF
|
|
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|
National Pension Service
|
|
|
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|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
|
Smartleaf Asset Management LLC
|
|
|
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|
|
SummitTX Capital, L.P.
|
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|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
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|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
|
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|
|
|
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class
|
|
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|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Tobam
|
|
|
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|
Covestor Ltd
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
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|
|
Erste Asset Management GmbH
|
|
|
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|
|
Verition Fund Management LLC
|
|
|
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|
|
Royal Bank Of Canada
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
LFGY - Tidal Trust II - YieldMax(TM) Crypto Industry & Tech Portfolio Option Income ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
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Mpwm Advisory Solutions, Llc
|
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Copia Wealth Management
|
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VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
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|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
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|
Cerity Partners LLC
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|
Glen Eagle Advisors, LLC
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|
Empower Advisory Group, LLC
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|
Everhart Financial Group, Inc.
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|
Silicon Valley Community Foundation
|
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HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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DecisionPoint Financial, LLC
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
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|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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Credit Agricole S A
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JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
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EHLS - Tidal Trust II - Even Herd Long Short ETF
|
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NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
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First Trust Advisors Lp
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Advisory Services Network, LLC
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Global Wealth Strategies & Associates
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Catalytic Wealth RIA, LLC
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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Palisade Capital Management Llc/nj
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DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
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UniSuper Management Pty Ltd
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FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
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DHJJ Financial Advisors, Ltd.
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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Prudential Financial Inc
|
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Ion Asset Management Ltd.
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
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IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
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SJS Investment Consulting Inc.
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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Yousif Capital Management, Llc
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IMA Wealth, Inc.
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Nisa Investment Advisors, Llc
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USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
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Siemens Fonds Invest GmbH
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PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
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Murphy & Mullick Capital Management Corp
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BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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1620 Investment Advisors, Inc.
|
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Grove Bank & Trust
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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Multi-strategy Growth & Income Fund
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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WealthTrak Capital Management LLC
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Millennium Management Llc
|
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Sequoia Financial Advisors, LLC
|
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Doliver Advisors, Lp
|
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LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Bank of New Hampshire
|
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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|
AE Wealth Management LLC
|
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United Community Bank
|
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Tokio Marine Asset Management Co Ltd
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Generali Asset Management SPA SGR
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
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|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
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|
Umb Bank N A/mo
|
|
|
|
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|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
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|
Railway Pension Investments Ltd
|
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|
Johnson Financial Group, Inc.
|
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Allianz Se
|
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Trust Co Of Vermont
|
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|
Teza Capital Management LLC
|
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|
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|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
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|
Twin Lakes Capital Management, LLC
|
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|
Missouri Trust & Investment Co
|
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|
Kathmere Capital Management, LLC
|
|
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
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|
Chicago Capital, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
AH Capital Management, L.L.C.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
RVER - Advisor Managed Portfolios - Trenchless Fund ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
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Marshall & Sterling Wealth Advisors Inc.
|
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|
Harbor Investment Advisory, Llc
|
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GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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|
Mizuho Securities Co. Ltd.
|
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|
Cim Investment Mangement Inc
|
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IAG Wealth Partners, LLC
|
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|
M&t Bank Corp
|
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|
|
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|
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares
|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
Activest Wealth Management
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Citigroup Inc
|
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|
Mackenzie Financial Corp
|
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American Assets Investment Management, LLC
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Spark Investment Management LLC
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
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|
Alliancebernstein L.p.
|
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|
Accredited Wealth Management, LLC
|
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|
Parallax Volatility Advisers, L.P.
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|
Edgestream Partners, L.P.
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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Atlas Capital Advisors Llc
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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UBS Group AG
|
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Covenant Asset Management, LLC
|
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BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
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|
Junto Capital Management LP
|
|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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Utah Retirement Systems
|
|
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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Rakuten Investment Management, Inc.
|
|
|
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Boomfish Wealth Group, LLC
|
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|
Capital Advisors, Ltd. LLC
|
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Icon Wealth Advisors, LLC
|
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Caz Investments Lp
|
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ARKD - EA Series Trust - ARK 21Shares Blockchain and Digital Economy Innovation ETF
|
|
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|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
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Voleon Capital Management Lp
|
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Nations Financial Group Inc, /ia/ /adv
|
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|
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|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
Bares Capital Management, Inc.
|
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Intech Investment Management Llc
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Nemes Rush Group LLC
|
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|
Capital A Wealth Management, LLC
|
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Farther Finance Advisors, LLC
|
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|
Moran Wealth Management, LLC
|
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|
Scotia Capital Inc.
|
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Parkworth Wealth Management, Inc.
|
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Perennial Investment Advisors, LLC
|
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Allianz Asset Management GmbH
|
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Maverick Capital Ltd
|
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
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|
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|
Mercer Global Advisors Inc /adv
|
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Hsbc Holdings Plc
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
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|
Vance Wealth, Inc.
|
|
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
Mindset Wealth Management, Llc
|
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|
Fairman Group, LLC
|
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|
ExodusPoint Capital Management, LP
|
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|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class
|
|
|
|
|
|
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Ark Venture Fund
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Woodson Capital Management, LP
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
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|
Robbins Farley Llc
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Callan Family Office, LLC
|
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ARK Investment Management LLC
|
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
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|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Greenland Capital Management LP
|
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|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
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|
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|
Financial Perspectives, Inc
|
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|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
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|
Pinnacle Bancorp, Inc.
|
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S-Bank Fund Management Ltd
|
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Tudor Investment Corp Et Al
|
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Commerce Bank
|
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Dimensional Fund Advisors Lp
|
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Peak6 Llc
|
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TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
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|
Dynamic Advisor Solutions LLC
|
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|
Geneos Wealth Management Inc.
|
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Kozak & Associates, Inc.
|
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Pitcairn Co
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
D.a. Davidson & Co.
|
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|
Bayforest Capital Ltd
|
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|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
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|
TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
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|
White Knight Strategic Wealth Advisors, LLC
|
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Bitwise Funds Trust - Bitwise Web3 ETF
|
|
|
|
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|
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF
|
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|
McElhenny Sheffield Capital Management, LLC
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Liontrust Investment Partners LLP
|
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Yoder Wealth Management, Inc.
|
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Bfsg, Llc
|
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Hantz Financial Services, Inc.
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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RD Finance Ltd
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Prosperity Consulting Group, LLC
|
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|
Cornerstone Wealth Management, LLC
|
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|
Truist Financial Corp
|
|
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
Capital World Investors
|
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|
Sowell Financial Services LLC
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
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|
Cape Investment Advisory, Inc.
|
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FIL Ltd
|
|
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|
Forsta Ap-fonden
|
|
|
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
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|
Moore Capital Management, Lp
|
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|
Versant Capital Management, Inc
|
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|
Clare Market Investments LLC
|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
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|
GHP Investment Advisors, Inc.
|
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Appaloosa Lp
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
Amplify ETF Trust - Amplify Mobile Payments ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
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|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Stephens Inc /ar/
|
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|
Caption Management, LLC
|
|
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|
Owl Creek Asset Management, L.P.
|
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|
JBGlobal.com LLC
|
|
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|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
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|
|
Thompson Investment Management, Inc.
|
|
|
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|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
|
Alight Capital Management LP
|
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|
Kazazian Asset Management, LLC
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
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|
|
Tiger Global Management Llc
|
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|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
BKCH - Global X Funds - Global X Blockchain ETF
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
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|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Sands Capital Management, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
FINX - Global X Funds - Global X FinTech ETF
|
|
|
|
|
|
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Glaxis Capital Management, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Lane Generational LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
JCSD Capital, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Consolidated Press International Holdings Ltd
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
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|
|
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|
Engineers Gate Manager LP
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
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|
Harwood Advisory Group, LLC
|
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|
|
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|
Glass Jacobson Investment Advisors llc
|
|
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|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
Ardmore Road Asset Management LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
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|
Boothbay Fund Management, Llc
|
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|
BRYN MAWR TRUST Co
|
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|
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|
Vise Technologies, Inc.
|
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|
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
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VCULX - VALIC Co I - Growth Fund
|
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|
Manufacturers Life Insurance Company, The
|
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MCF Advisors LLC
|
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Benjamin Edwards Inc
|
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|
American Century Companies Inc
|
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Nova Wealth Management, Inc.
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Federated Hermes, Inc.
|
|
|
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
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|
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|
Iron Horse Wealth Management, LLC
|
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|
|
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|
Bay Harbor Wealth Management, LLC
|
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|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Merit Financial Group, LLC
|
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|
|
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|
Meridian Investment Counsel Inc.
|
|
|
|
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
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|
Chaney Capital Management, Inc.
|
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|
Assenagon Asset Management S.A.
|
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|
Smithfield Trust Co
|
|
|
|
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|
Private Capital Advisors, Inc.
|
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|
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
|
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|
City Holding Co
|
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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|
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|
Clearbridge Investments, LLC
|
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|
GeoWealth Management, LLC
|
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|
Acap Strategic Fund
|
|
|
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|
Jones Financial Companies Lllp
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
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|
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|
Evexia Wealth Llc
|
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|
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
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|
Generate Investment Management Ltd
|
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|
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
|
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|
UMA Financial Services, Inc.
|
|
|
|
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|
Neuberger Berman Group LLC
|
|
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
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|
Russell Investments Group, Ltd.
|
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|
Great Valley Advisor Group, Inc.
|
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|
BlackRock, Inc.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
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|
|
Private Advisor Group, LLC
|
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|
Atlantic Edge Private Wealth Management, LLC
|
|
|
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|
Frank, Rimerman Advisors LLC
|
|
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|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
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|
Mn Services Vermogensbeheer B.V.
|
|
|
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|
First Horizon Advisors, Inc.
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard International Fund (A)
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Hel Ved Capital Management Ltd
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Gladstone Capital Management LLP
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
|
|
|
|
|
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Governors Lane LP
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Southpoint Capital Advisors LP
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Avory & Company, LLC
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Contour Asset Management LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
MNRS - Grayscale Funds Trust - Grayscale Bitcoin Miners ETF
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
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|
Ilex Capital Partners (UK) LLP
|
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|
DAPP - VanEck Vectors ETF Trust - VanEck Vectors Digital Transformation ETF
|
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|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
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|
Oppenheimer & Co Inc
|
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|
St Germain D J Co Inc
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Globeflex Capital L P
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NewSquare Capital LLC
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Coastal Investment Advisors, Inc.
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Massmutual Trust Co Fsb/adv
|
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ADAPT Investment Managers SA
|
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Ilmarinen Mutual Pension Insurance Co
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Janus Henderson Group Plc
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Dogwood Wealth Management LLC
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
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|
Aspect Partners, LLC
|
|
|
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
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|
Gould Capital, LLC
|
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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Newbridge Financial Services Group, Inc.
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Strategic Investment Solutions, Inc. /IL
|
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Knollwood Investment Advisory, LLC
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Hollencrest Capital Management
|
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Handelsbanken Fonder AB
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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Colonial Trust Co / SC
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
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EverSource Wealth Advisors, LLC
|
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Marex Group plc
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Hartland & Co., LLC
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Jane Street Group, Llc
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Rockefeller Capital Management L.P.
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Nbt Bank N A /ny
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Centricity Wealth Management, LLC
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HB Wealth Management, LLC
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Parnassus Investments /ca
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Park Avenue Securities Llc
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
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|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Accurate Wealth Management, LLC
|
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Country Trust Bank
|
|
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|
Profit Investment Management, LLC
|
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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ORG Partners LLC
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IHT Wealth Management, LLC
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Cigna Investments Inc /new
|
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Citadel Advisors Llc
|
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Tidemark, LLC
|
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High Note Wealth, LLC
|
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FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
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|
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF
|
|
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|
Cresset Asset Management, LLC
|
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|
Evoke Wealth, Llc
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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|
Agf Management Ltd
|
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|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio
|
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Ostrum Asset Management
|
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ARKK - Ark ETF Trust - ARK Innovation ETF
|
|
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Bitwise Funds Trust - Bitwise Bitcoin Standard Corporations ETF
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Fernbridge Capital Management Lp
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Evergreen Quality Fund GP, Ltd.
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Square Peg Capital Pty Ltd
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
LIGYX - LOOMIS SAYLES FUNDS II - Loomis Sayles International Growth Fund Class Y
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Hyperion Asset Management Ltd
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
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|
Kestra Investment Management, LLC
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Wealthquest Corp
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MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A
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Gibbs Wealth Management
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C M Bidwell & Associates Ltd
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CenterBook Partners LP
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
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Meeder Asset Management Inc
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HighTower Advisors, LLC
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Group One Trading, L.p.
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
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J. Stern & Co. LLP
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Freestone Grove Partners LP
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TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
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TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
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Asset Planning,Inc
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Optas, LLC
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Cambridge Investment Research Advisors, Inc.
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
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Private Wealth Management Group, LLC
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Legal Advantage Investments, Inc.
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Cetera Investment Advisers
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Wellington Shields Capital Management, LLC
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Eisler Capital Management Ltd.
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Mv Capital Management, Inc.
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Principal Financial Group Inc
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Philadelphia Financial Management of San Francisco, LLC
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
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JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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Canada Pension Plan Investment Board
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
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StoneX Group Inc.
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Blair William & Co/il
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Bnp Paribas
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DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
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Creekmur Asset Management LLC
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Macquarie Group Ltd
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Abn Amro Investment Solutions
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PayPay Securities Corp
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
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Sphera Management Technology Funds Ltd
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BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
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Sepio Capital, LP
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
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PACIFIC SELECT FUND - Growth Portfolio Class I
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
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Fisher Asset Management, LLC
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Weinberger Asset Management, Inc
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Anchor Investment Management, LLC
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MJT & Associates Financial Advisory Group, Inc.
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
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Pinnacle Wealth Planning Services, Inc.
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
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Federation des caisses Desjardins du Quebec
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Massachusetts Financial Services Co /ma/
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Fmr Llc
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Private Wealth Asset Management, LLC
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Principal Securities, Inc.
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ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
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Tompkins Financial Corp
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Comerica Bank
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Dorsey & Whitney Trust CO LLC
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
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Westwood Holdings Group Inc
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Creative Financial Designs Inc /adv
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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Lcnb Corp
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Sc Us (ttgp), Ltd.
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Plato Investment Management Ltd
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
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Westpac Banking Corp
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Jpmorgan Chase & Co
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EP Wealth Advisors, Inc.
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Bell Investment Advisors, Inc
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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Cubist Systematic Strategies, LLC
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Point72 Asia (Singapore) Pte. Ltd.
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Maven Securities LTD
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NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
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Voya Investment Management Llc
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Silicon Valley Capital Partners
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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Brinker Capital Investments, LLC
|
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Kodai Capital Management LP
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Klp Kapitalforvaltning As
|
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Wilson Asset Management (international) Pty Ltd
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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Nordea Investment Management Ab
|
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PrairieView Partners, LLC
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Twin Focus Capital Partners, Llc
|
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Acorn Financial Advisory Services Inc /adv
|
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|
Assetmark, Inc
|
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|
Td Asset Management Inc
|
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SFYF - Tidal ETF Trust - SoFi 50 ETF
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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True Wealth Design, LLC
|
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|
HighPoint Advisor Group LLC
|
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|
Loomis Sayles & Co L P
|
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Ribbit Management Company, LLC
|
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Toroso Investments, LLC
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Nan Shan Life Insurance Co., Ltd.
|
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TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
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|
Cardiff Park Advisors, Llc
|
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Parkside Financial Bank & Trust
|
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|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
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Vista Investment Partners Llc
|
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Atlantic Union Bankshares Corp
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Integrity Alliance, Llc.
|
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Avalon Trust Co
|
|
|
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|
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund
|
|
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
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|
Hennessy Advisors Inc
|
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Gilder Gagnon Howe & Co Llc
|
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|
