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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Bank Of America Corp /de/
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DRW Securities, LLC
|
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Caisse Des Depots Et Consignations
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
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Ballentine Partners, LLC
|
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TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
Boomfish Wealth Group, LLC
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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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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|
Advisors Capital Management, LLC
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PRNT - Ark ETF Trust - The 3D Printing ETF
|
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Governors Lane LP
|
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LRI Investments, LLC
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Canandaigua National Bank & Trust Co
|
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CWA Asset Management Group, LLC
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Kestra Advisory Services, LLC
|
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|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
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SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
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|
Avalon Trust Co
|
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|
Coldstream Capital Management Inc
|
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IMG Wealth Management, Inc.
|
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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Venturi Wealth Management, LLC
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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Securian Asset Management, Inc
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Catalyst Financial Partners Llc
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Fortis Capital Advisors, LLC
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Swiss National Bank
|
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Railway Pension Investments Ltd
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Vestcor Inc
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BSW Wealth Partners
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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Osterweis Capital Management Inc
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Optimum Investment Advisors
|
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ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
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|
Meeder Advisory Services, Inc.
|
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Kessler Investment Group, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
|
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First Trust Advisors Lp
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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Simplicity Wealth,LLC
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Canada Pension Plan Investment Board
|
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Twin City Private Wealth, Llc
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Atlantic Union Bankshares Corp
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Curio Wealth, Llc
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
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Spire Wealth Management
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
Tortoise Investment Management, LLC
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
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|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
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|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
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|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
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|
Dunhill Financial, LLC
|
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|
Stifel Financial Corp
|
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Profunds - Profund Vp Technology
|
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|
State of New Jersey Common Pension Fund D
|
|
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|
Polymer Capital Management (US) LLC
|
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|
Fifth Third Wealth Advisors LLC
|
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|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
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|
Signaturefd, Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
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|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
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|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
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|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Avala Global LP
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
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|
Anchor Capital Advisors Llc
|
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Robbins Farley Llc
|
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CBIZ Investment Advisory Services, LLC
|
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|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
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|
Hurley Capital, LLC
|
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|
Wilkins Investment Counsel Inc
|
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|
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|
Private Wealth Asset Management, LLC
|
|
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|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
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|
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|
Schnieders Capital Management Llc
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Mirabella Financial Services Llp
|
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|
Teza Capital Management LLC
|
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Thomasville National Bank
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
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Mount Yale Investment Advisors, LLC
|
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PDS Planning, Inc
|
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NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Sage Private Wealth Group, Llc
|
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Mirae Asset Global Investments Co., Ltd.
|
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Global Retirement Partners, LLC
|
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
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Clear Street Markets Llc
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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Findlay Park Partners LLP
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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Centiva Capital, LP
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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Voloridge Investment Management, Llc
|
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MASTERINVEST Kapitalanlage GmbH
|
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Level Four Advisory Services, Llc
|
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Everence Capital Management Inc
|
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Country Trust Bank
|
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GeoWealth Management, LLC
|
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National Asset Management, Inc.
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
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|
Activest Wealth Management
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Mesirow Financial Investment Management, Inc.
|
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Elo Mutual Pension Insurance Co
|
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Access Investment Management LLC
|
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Mackenzie Financial Corp
|
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INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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Crew Capital Management, Ltd.
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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|
Dsm Capital Partners Llc
|
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Cromwell Holdings LLC
|
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Invesco, Llc
|
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Linden Thomas Advisory Services, LLC
|
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Jane Street Group, Llc
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Swedbank AB
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Grandfield & Dodd, Llc
|
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|
Bridgewater Advisors Inc.
|
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|
Capco Asset Management, LLC
|
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|
Aster Capital Management (DIFC) Ltd
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Cooper Financial Group
|
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|
Nbc Securities, Inc.
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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Umb Bank N A/mo
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Founders Financial Securities Llc
|
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|
Fsb Premier Wealth Management, Inc.
|
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|
NewSquare Capital LLC
|
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|
Wrapmanager Inc
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
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|
Zullo Investment Group, Inc.
|
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|
Outlook Wealth Advisors, LLC
|
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|
CIBC Private Wealth Group, LLC
|
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|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
2Xideas AG
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Dorsal Capital Management, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
IVRS - iSHARES TRUST - iShares Future Metaverse Tech and Communications ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
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|
|
Zrc Wealth Management, Llc
|
|
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|
Steward Partners Investment Advisory, Llc
|
|
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|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
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|
Advisors Asset Management, Inc.
|
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|
Huntington National Bank
|
|
|
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|
|
Rossby Financial, LCC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
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|
Jones Financial Companies Lllp
|
|
|
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|
UniSuper Management Pty Ltd
|
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|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Fairscale Capital, LLC
|
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|
Breakwater Investment Management
|
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|
Green Alpha Advisors, LLC
|
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|
Global Wealth Strategies & Associates
|
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|
Redmond Asset Management, LLC
|
|
|
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|
Main Street Group, LTD
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
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|
Versant Capital Management, Inc
|
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|
Waterloo Capital, L.P.
|
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|
Morningstar Investment Services LLC
|
|
|
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|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
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|
|
Evelyn Partners Investment Management LLP
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
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|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
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|
|
OMERS ADMINISTRATION Corp
|
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|
Leith Wheeler Investment Counsel Ltd.
|
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Daiwa Securities Group Inc.
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
State Of Wisconsin Investment Board
|
|
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|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
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|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
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|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
MTM Investment Management, LLC
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
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|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
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|
|
Covestor Ltd
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Starboard Value LP
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
|
|
|
|
VEOIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Global Environmental Opportunities Stock Fund Investor Shares
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
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Primecap Management Co/ca/
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First Bank & Trust
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Livelsberger Financial Advisory
|
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|
FSM Wealth Advisors, LLC
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
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|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
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|
Prestige Wealth Management Group LLC
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
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|
Phoenix Holdings Ltd.
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|
Martin Currie Ltd
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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|
Oberndorf William E
|
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
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|
Hengehold Capital Management Llc
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Marks Group Wealth Management, Inc
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Atria Investments Llc
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Gw Henssler & Associates Ltd
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
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Pacifica Partners Inc.
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Forte Capital Llc /adv
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Schonfeld Strategic Advisors LLC
|
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TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Baillie Gifford & Co
|
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Breed's Hill Capital LLC
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BI Asset Management Fondsmaeglerselskab A/S
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TFC Financial Management
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J. W. Coons Advisors, LLC
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GAM Holding AG
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Virtue Capital Management, LLC
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Quarry LP
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Davy Global Fund Management Ltd
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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Panagora Asset Management Inc
|
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E. Ohman J:or Asset Management AB
|
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Investment House Llc
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Boothbay Fund Management, Llc
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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InTrack Investment Management Inc
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Massmutual Trust Co Fsb/adv
|
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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|
Kilter Group LLC
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Goldstone Financial Group, LLC
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Clarity Wealth Advisors, LLC
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Jacobsen Capital Management
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
Liberty All Star Equity Fund
|
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Ofi Invest Asset Management
|
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Defined Wealth Management, Llc
|
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Maryland State Retirement & Pension System
|
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|
Cape Investment Advisory, Inc.
|
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Onefund, Llc
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
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Townsquare Capital Llc
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
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111 Capital
|
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|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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|
Bank Hapoalim Bm
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Seilern Investment Management Ltd
|
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|
Congress Wealth Management LLC / DE /
|
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|
Jacobi Capital Management LLC
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
Jfs Wealth Advisors, Llc
|
|
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|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
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|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
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|
|
Nbt Bank N A /ny
|
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|
|
Northwest Financial Advisors
|
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|
Keel Point, LLC
|
|
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|
M&t Bank Corp
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
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|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Citrine Capital LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
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Arrowstreet Capital, Limited Partnership
|
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Assenagon Asset Management S.A.
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Redwood Park Advisors LLC
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|
Addison Advisors LLC
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|
Disciplined Growth Investors Inc /mn
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|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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|
Metis Global Partners, LLC
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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STF Management LP
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
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Northwest Bancshares, Inc.
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Applied Finance Capital Management, LLC
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IFG Advisory, LLC
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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OneAscent Financial Services LLC
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FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
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Abc Arbitrage Sa
|
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Natixis
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Great Valley Advisor Group, Inc.
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Bridges Investment Management Inc
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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Two Sigma Advisers, Lp
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares
|
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|
CI Private Wealth, LLC
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Novem Group
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
Manchester Capital Management LLC
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Cumberland Partners Ltd
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GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
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Soltis Investment Advisors LLC
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Bay Harbor Wealth Management, LLC
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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Cigna Investments Inc /new
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Trillium Asset Management, Llc
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Golden State Wealth Management, LLC
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Brookstone Capital Management
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Norges Bank
|
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West Family Investments, Inc.
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Investment Research & Advisory Group, Inc.
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
Wealthcare Advisory Partners LLC
|
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|
Orion Capital Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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Ardsley Advisory Partners Lp
|
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SummitTX Capital, L.P.
|
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Vestmark Advisory Solutions, Inc.
|
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Stoneridge Investment Partners Llc
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Norden Group Llc
|
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Simplex Trading, Llc
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
|
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|
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|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Prospera Financial Services Inc
|
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|
DAVENPORT & Co LLC
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
PineBridge Investments, L.P.
|
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|
Waycross Partners, Llc
|
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Plato Investment Management Ltd
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
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|
Paragon Private Wealth Management, LLC
|
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|
Wiley Bros.-aintree Capital, Llc
|
|
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|
Achmea Investment Management B.V.
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
40 North Management LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Sachetta, LLC
|
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|
Bridgefront Capital, LLC
|
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|
Atria Wealth Solutions, Inc.
|
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|
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|
Bartlett & Co. Wealth Management Llc
|
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|
PayPay Securities Corp
|
|
|
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|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Beacon Financial Group
|
|
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|
Hickory Asset Management, Inc.
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|
Voya Financial Advisors, Inc.
|
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|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
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|
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|
FSA Wealth Management LLC
|
|
|
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|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
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|
|
Westside Investment Management, Inc.
|
|
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
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|
Edgestream Partners, L.P.
|
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|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
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|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
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|
Regions Financial Corp
|
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|
Frank, Rimerman Advisors LLC
|
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|
Fulton Bank, N.a.
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
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|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
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|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
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|
BankPlus Trust Department
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
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|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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|
New Mexico Educational Retirement Board
|
|
|
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Itau Unibanco Holding S.A.
|
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|
Thematics Asset Management
|
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Benjamin Edwards Inc
|
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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|
Johnson Investment Counsel Inc
|
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|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
Focus Financial Network, Inc.
|
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|
Mizuho Securities Usa Llc
|
|
|
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|
Virtus ETF Advisers LLC
|
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
Ascent Group, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Sowell Financial Services LLC
|
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|
APG Asset Management N.V.
|
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Sagespring Wealth Partners, Llc
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
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|
S&t Bank/pa
|
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|
Atlantic Trust, LLC
|
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|
Evergreen Capital Management Llc
|
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|
Brooklands Fund Management Ltd
|
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|
Ninety One SA (PTY) Ltd
|
|
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|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
|
|
SOUTH STATE Corp
|
|
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|
Envestnet Asset Management Inc
|
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|
Farther Finance Advisors, LLC
|
|
|
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
|
|
|
|
|
Bwcp, Lp
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
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|
|
Graypoint LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
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|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
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|
|
|
IFP Advisors, Inc
|
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|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
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|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
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|
Westerkirk Capital Inc.
|
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|
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|
Gallacher Capital Management LLC
|
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Concord Wealth Partners
|
|
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GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
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|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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|
Gotham Asset Management, LLC
|
|
|
|
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|
Two Sigma Investments, Lp
|
|
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
Altshuler Shaham Ltd
|
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|
|
Peapack Gladstone Financial Corp
|
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|
Susquehanna International Group, Llp
|
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|
EverSource Wealth Advisors, LLC
|
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|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
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|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
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|
Smithfield Trust Co
|
|
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Intrust Bank Na
|
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|
Guggenheim Capital Llc
|
|
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|
Loomis Sayles & Co L P
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
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|
Foundations Investment Advisors, LLC
|
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|
Farmers & Merchants Investments Inc
|
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|
Patron Partners Advisors, Llc
|
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|
Clear Harbor Asset Management, LLC
|
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|
Bfsg, Llc
|
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|
|
Numerai GP LLC
|
|
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|
Financial Network Wealth Advisors LLC
|
|
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
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|
|
J.w. Cole Advisors, Inc.
|
|
|
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|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
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|
Glenview Trust Co
|
|
|
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|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
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|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
|
|
|
Mirova
|
|
|
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|
FIL Ltd
|
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
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|
|
LifePlan Financial, LLC
|
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|
Ashton Thomas Securities, Llc
|
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|
Iyo Bank, Ltd.
|
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|
Motley Fool Asset Management LLC
|
|
|
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|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
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|
Royal London Asset Management Ltd
|
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
|
Profunds - Profund Vp Ultrabull
|
|
|
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|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
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|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
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|
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Liontrust Investment Partners LLP
|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
|
Clean Yield Group
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
Legacy Wealth Asset Management, LLC
|
|
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Lazard Asset Management Llc
|
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Keudell/Morrison Wealth Management
|
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Maverick Capital Ltd
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
|
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|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
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|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
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FineMark National Bank & Trust
|
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Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
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|
Morgan Stanley
|
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|
St Germain D J Co Inc
|
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Global Endowment Management, LP
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Uniting Wealth Partners, LLC
|
|
|
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Evoke Wealth, Llc
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Blue Barn Wealth, LLC
|
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Mission Wealth Management, Lp
|
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|
Ameriprise Financial Inc
|
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|
Nadler Financial Group, Inc.
|
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American Capital Advisory, LLC
|
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|
Varma Mutual Pension Insurance Co
|
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|
Belpointe Asset Management LLC
|
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|
Genus Capital Management Inc.
|
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|
WealthCollab, LLC
|
|
|
|
|
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EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
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|
Jpmorgan Chase & Co
|
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BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
|
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|
Maven Securities LTD
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Visualize Group LP
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Strengthening Families & Communities, LLC
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Capital Fund Management S.a.
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Ci Investments Inc.
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Brucke Financial, Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
|
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|
H&H Retirement Design & Management INC
|
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|
National Bank Of Canada /fi/
|
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SCS Capital Management LLC
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Exchange Capital Management, Inc.
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Capital Investment Advisors, LLC
|
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Jackson, Grant Investment Advisers, Inc.
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ICICI Prudential Asset Management Co Ltd
|
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|
Avantax Advisory Services, Inc.
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
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|
Rothschild Investment Llc
|
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|
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Kirtland Hills Capital Management, Llc
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
|
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|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
GPS Wealth Strategies Group, LLC
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Oppenheimer Asset Management Inc.
|
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Prelude Capital Management, Llc
|
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Janus Henderson Group Plc
|
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Brinker Capital Investments, LLC
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Painted Porch Advisors LLC
|
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Asset Dedication, LLC
|
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Reuter James Wealth Management, Llc
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Tobam
|
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Cibc World Markets Corp
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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Plante Moran Financial Advisors, LLC
|
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Pathstone Holdings, LLC
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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Oppenheimer & Co Inc
|
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|
|
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WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
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Envestnet Portfolio Solutions, Inc.
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Principal Securities, Inc.
|
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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Federated Hermes, Inc.
|
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CVA Family Office, LLC
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Ramirez Asset Management, Inc.
|
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Stonegate Investment Group, LLC
|
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GK Wealth Management LLC
|
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Cetera Investment Advisers
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Logan Capital Management Inc
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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Atlas Capital Advisors Llc
|
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Vise Technologies, Inc.
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
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SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
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|
Texas Permanent School Fund
|
|
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National Pension Service
|
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Rakuten Investment Management, Inc.
|
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Robeco Institutional Asset Management B.V.
|
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First Citizens Bank & Trust Co
|
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
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|
Dorsey & Whitney Trust CO LLC
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Ing Groep Nv
|
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Colonial Trust Co / SC
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
|
|
State Street Corp
|
|
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|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
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|
Berkshire Asset Management Llc/pa
|
|
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|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
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|
Dagco, Inc.
|
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|
Czech National Bank
|
|
|
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|
|
Personal Cfo Solutions, Llc
|
|
|
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|
|
Synovus Financial Corp
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
BKA Wealth Consulting, Inc.
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
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|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
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Gf Fund Management Co. Ltd.
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Salem Investment Counselors Inc
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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Fulcrum Asset Management LLP
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TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
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Van Eck Associates Corp
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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Centaurus Financial, Inc.
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Banque Transatlantique SA
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Calamos Advisors LLC
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QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
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Gryphon Financial Partners LLC
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Strait & Sound Wealth Management LLC
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NorthCrest Asset Manangement, LLC
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Livforsakringsbolaget Skandia, Omsesidigt
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ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Global Trust Asset Management, LLC
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Sava Infond d.o.o.
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MIG Capital, LLC
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BOK Financial Private Wealth, Inc.
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Resonant Capital Advisors, LLC
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Wallace Advisory Group, LLC
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
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Bnp Paribas Arbitrage, Sa
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Korea Investment CORP
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Avanza Fonder AB
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Westpac Banking Corp
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Robeco Schweiz AG
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Oakworth Capital, Inc.
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PFG Investments, LLC
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
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New York State Teachers Retirement System
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Ubs Asset Management Americas Inc
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Sterling Capital Management LLC
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Nearwater Capital Markets, Ltd
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Ameritas Advisory Services, LLC
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State of Alaska, Department of Revenue
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Drucker Wealth 3.0, LLC
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Birchbrook, Inc.
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Eqis Capital Management, Inc.
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Meeder Asset Management Inc
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BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
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Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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CIBC World Markets Inc.
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Pin Oak Investment Advisors Inc
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Alta Capital Management Llc/
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Parkside Financial Bank & Trust
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Ag2r La Mondiale Gestion D'actifs
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Smartleaf Asset Management LLC
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Squarepoint Ops LLC
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Berkshire Bank
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BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
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ARK Investment Management LLC
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PharVision Advisers, LLC
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Motley Fool Wealth Management, LLC
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Pitcairn Co
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PACIFIC SELECT FUND - Growth Portfolio Class I
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Natixis Advisors, L.p.
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One Wealth Capital Management, Llc
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Fidelis Capital Partners, LLC
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JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
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Conning Inc.
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RMB Capital Management, LLC
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Tower Research Capital LLC (TRC)
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Wesleyan Assurance Society
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Financial Advocates Investment Management
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THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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Franklin Resources Inc
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TrimTabs Asset Management, LLC
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
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ANTIPODES PARTNERS Ltd
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Profund Advisors Llc
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Valued Wealth Advisors LLC
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First United Bank Trust/
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RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
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ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
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Alyeska Investment Group, L.P.
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DC Investments Management, LLC
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Close Asset Management Ltd
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
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Canada Post Corp Registered Pension Plan
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Private Advisor Group, LLC
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AE Wealth Management LLC
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
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Ariadne Wealth Management, LP
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QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Regatta Capital Group, Llc
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Group One Trading, L.p.
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California Public Employees Retirement System
|
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Barclays Plc
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State of Tennessee, Treasury Department
|
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Vestor Capital, Llc
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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Ashton Thomas Private Wealth, LLC
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Copperleaf Capital, LLC
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Comerica Bank
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Texas Yale Capital Corp.
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Fairway Wealth LLC
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HF Advisory Group, LLC
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ORG Partners LLC
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PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
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CoreCap Advisors, LLC
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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Public Employees Retirement System Of Ohio
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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Ogorek Anthony Joseph /ny/ /adv
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Greenleaf Trust
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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Ameriflex Group, Inc.
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF
|
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Mbb Public Markets I Llc
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Credit Industriel Et Commercial
|
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Adviser Investments LLC
|
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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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Garda Capital Partners Lp
|
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Flagship Private Wealth, LLC
|
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Solstein Capital, LLC
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Prescott Group Capital Management, L.l.c.
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