|
BlackRock Innovation & Growth Trust
|
|
|
|
|
|
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
|
|
State Of Wisconsin Investment Board
|
|
|
|
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|
Gen-Wealth Partners Inc
|
|
|
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|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
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|
Global Retirement Partners, LLC
|
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|
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|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
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|
Avion Wealth
|
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|
Summitry Llc
|
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|
Xponance, Inc.
|
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BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class
|
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|
SBI Securities Co., Ltd.
|
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|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
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|
Polymer Capital Management (HK) LTD
|
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|
Next Capital Management LLC
|
|
|
|
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|
Harbour Investments, Inc.
|
|
|
|
|
|
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
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|
|
Bank of New York Mellon Corp
|
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|
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|
Fortress Investment Group LLC
|
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|
Oxford Asset Management Llp
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
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|
EMC Capital Management
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
|
|
|
|
BlackRock Science & Technology Trust II
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
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|
Geneos Wealth Management Inc.
|
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|
Macquarie Group Ltd
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
Umb Bank N A/mo
|
|
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|
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|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
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|
Aigen Investment Management, Lp
|
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|
Deutsche Bank Ag\
|
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|
Public Sector Pension Investment Board
|
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|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
|
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|
Cornerstone Planning Group LLC
|
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|
Sycomore Asset Management
|
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|
National Bank Of Canada /fi/
|
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PFG Investments, LLC
|
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Acadian Asset Management Llc
|
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FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
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|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
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|
|
Shell Asset Management Co
|
|
|
|
|
|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
|
|
|
|
|
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF
|
|
|
|
|
|
FengHe Fund Management Pte. Ltd.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Renaissance Capital LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Rye Brook Capital LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Allen Operations Llc
|
|
|
|
|
|
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Alta Park Capital, LP
|
|
|
|
|
|
Pier 88 Investment Partners Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Amazon Com Inc
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Bridgewater Associates, LP
|
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|
|
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|
Axq Capital, Lp
|
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|
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|
Greenhouse Funds LLLP
|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
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|
Charles Schwab Investment Management Inc
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Fmr Llc
|
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|
Diversify Advisory Services, LLC
|
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|
Thrivent Financial For Lutherans
|
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Oliver Lagore Vanvalin Investment Group
|
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|
Parkside Financial Bank & Trust
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Growth Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
Dynamic Technology Lab Private Ltd
|
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|
Carmignac Gestion
|
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|
Massachusetts Financial Services Co /ma/
|
|
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|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Chapin Davis, Inc.
|
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|
M&t Bank Corp
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
Dymon Asia Capital (singapore) Pte. Ltd.
|
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|
MRP Capital Investments, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
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|
Ancora Advisors, LLC
|
|
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|
Bank Of Montreal /can/
|
|
|
|
|
|
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
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|
Landscape Capital Management, L.l.c.
|
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|
Granahan Investment Management Inc/ma
|
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|
Cannon Global Investment Management, LLC
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
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|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
SMHX - VanEck ETF Trust - VanEck Fabless Semiconductor ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Lisanti Capital Growth, LLC
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Cohen & Steers Closed-end Opportunity Fund, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I
|
|
|
|
|
|
Discovery Capital Management, Llc / Ct
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Spyglass Capital Management Llc
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
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|
|
JustInvest LLC
|
|
|
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|
Principal Financial Group Inc
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
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|
Balyasny Asset Management Llc
|
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|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
FORA Capital, LLC
|
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|
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|
|
Schonfeld Strategic Advisors LLC
|
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|
Knollwood Investment Advisory, LLC
|
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|
Advisor Group Holdings, Inc.
|
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|
Clay Northam Wealth Management, LLC
|
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|
Change Path, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Emerald Advisers, Llc
|
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|
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|
State of Wyoming
|
|
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|
Invesco Ltd.
|
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TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
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|
|
|
|
Toroso Investments, LLC
|
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|
|
Mirador Capital Partners LP
|
|
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|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
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|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
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|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
PDT Partners, LLC
|
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|
Taylor Frigon Capital Management LLC
|
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Russell Investments Group, Ltd.
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Stifel Financial Corp
|
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|
|
CI Private Wealth, LLC
|
|
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|
Sierra Summit Advisors Llc
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
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|
Signaturefd, Llc
|
|
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|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K
|
|
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|
Morgan Stanley
|
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|
Dark Forest Capital Management Lp
|
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Walleye Trading LLC
|
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|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
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|
|
Quantinno Capital Management LP
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Resources Investment Advisors, LLC.
|
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Summit Partners Public Asset Management, Llc
|
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|
Cubist Systematic Strategies, LLC
|
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|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
Cherry Creek Investment Advisors, Inc.
|
|
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ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares
|
|
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|
|
Toth Financial Advisory Corp
|
|
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|
|
Bridgefront Capital, LLC
|
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|
Legato Capital Management LLC
|
|
|
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|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
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|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
|
|
|
|
|
|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
Virtus Wealth Solutions LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Peregrine Investment Management Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Oasis Management Co Ltd.
|
|
|
|
|
|
Bank Of America Corp /de/
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CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
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Scarborough Advisors, LLC
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State of New Jersey Common Pension Fund D
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Td Private Client Wealth Llc
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Millennium Management Llc
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Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
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Lido Advisors, LLC
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FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
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Tradewinds Capital Management, LLC
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
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Walleye Capital LLC
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Larson Financial Group LLC
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Trueblood Wealth Management, LLC
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Caitong International Asset Management Co., Ltd
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Stephens Consulting, LLC
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Brown Advisory Inc
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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Morse Asset Management, Inc
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JT Stratford LLC
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Skopos Labs, Inc.
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SPYGX - Manager Directed Portfolios - Spyglass Growth Fund Institutional Shares
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
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IYW - iSHARES TRUST - iShares U.S. Technology ETF
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THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
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AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
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Brevan Howard Capital Management LP
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Proem Advisors LLC
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Candriam Luxembourg S.C.A.
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
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Ameriprise Financial Inc
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
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Commonwealth Equity Services, Llc
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Two Sigma Advisers, Lp
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Picton Mahoney Asset Management
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Valley National Advisers Inc
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Oak Grove Capital LLC
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GWM Advisors LLC
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BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
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California Public Employees Retirement System
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Vanguard Group Inc
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Man Group plc
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
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Fifth Third Bancorp
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GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
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ATFV - Alger ETF Trust - Alger 35 ETF
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IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
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Kilter Group LLC
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Quarry LP
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Crestwood Capital Management, L.P.
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Freemont Management S.A.
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Wells Fargo & Company/mn
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
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Nicholas Investment Partners, LP
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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Sound Income Strategies, LLC
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QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
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Interval Partners, LP
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Jupiter Asset Management Ltd
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Prairie Sky Financial Group LLC
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Maverick Capital Ltd
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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Jane Street Group, Llc
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Capital Fund Management S.a.
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DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
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Numerai GP LLC
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Ethic Inc.
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Teacher Retirement System Of Texas
|
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FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio
|
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California State Teachers Retirement System
|
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IFP Advisors, Inc
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
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First Horizon Advisors, Inc.
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Gsa Capital Partners Llp
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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Farther Finance Advisors, LLC
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Baillie Gifford & Co
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Parkworth Wealth Management, Inc.
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Brown Brothers Harriman & Co
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Southeast Asset Advisors Inc.
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Frank, Rimerman Advisors LLC
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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|
Ensign Peak Advisors, Inc
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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Federation des caisses Desjardins du Quebec
|
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Janney Montgomery Scott LLC
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Sterling Capital Management LLC
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Hartland & Co., LLC
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|
G2 Investment Partners Management LLC
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|
Winton Capital Group Ltd
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|
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A
|
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|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
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|
CVA Family Office, LLC
|
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|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
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|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
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|
|
|
Friedenthal Financial
|
|
|
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|
|
Atreides Management, LP
|
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|
|
Barclays Plc
|
|
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Colony Group, LLC
|
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|
Handelsbanken Fonder AB
|
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|
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|
Kingsview Wealth Management, LLC
|
|
|
|
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|
Berbice Capital Management LLC
|
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|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Close Asset Management Ltd
|
|
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|
|
GSG Advisors LLC
|
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|
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|
|
Agf Management Ltd
|
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|
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|
|
Algert Global Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Andar Capital Management HK Ltd
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
GAMMA Investing LLC
|
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|
