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Brinker Capital Investments, LLC
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
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|
|
Evercore Wealth Management, LLC
|
|
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|
Oppenheimer Asset Management Inc.
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
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|
FNY Investment Advisers, LLC
|
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|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
|
Horrell Capital Management, Inc.
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|
Riggs Asset Managment Co. Inc.
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Apollon Wealth Management, LLC
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|
D.a. Davidson & Co.
|
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|
Linden Advisors Lp
|
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Greycroft LP
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Picton Mahoney Asset Management
|
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MetLife Investment Management, LLC
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Meridian Wealth Management, LLC
|
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Inlight Wealth Management, LLC
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SPX Equities Gestao de Recursos Ltda
|
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Forum Financial Management, LP
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Cushing Asset Management, Lp
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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GeoWealth Management, LLC
|
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
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|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
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Prudential Financial Inc
|
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|
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
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Sandler Capital Management
|
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Axq Capital, Lp
|
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Woodline Partners LP
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Park Avenue Securities Llc
|
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VCULX - VALIC Co I - Growth Fund
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
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|
Kestra Investment Management, LLC
|
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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AustralianSuper Pty Ltd
|
|
|
|
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|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
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|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
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PayPay Securities Corp
|
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|
|
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
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|
FSM Wealth Advisors, LLC
|
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Stifel Financial Corp
|
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KPP Advisory Services LLC
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
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American Capital Advisory, LLC
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
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|
PDS Planning, Inc
|
|
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Premier Fund Managers Ltd
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
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|
TFC Financial Management
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Xponance, Inc.
|
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Putney Financial Group LLC
|
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OMERS ADMINISTRATION Corp
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Stone House Investment Management, LLC
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Asset Management One Co., Ltd.
|
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Western Financial Corp/CA
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Stance Capital Llc
|
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Yousif Capital Management, Llc
|
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|
180 Wealth Advisors, Llc
|
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Clear Harbor Asset Management, LLC
|
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|
Jasper Ridge Partners, L.P.
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Sentinel Trust Co Lba
|
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|
Tiaa Trust, National Association
|
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Ensign Peak Advisors, Inc
|
|
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|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
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|
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Proficio Capital Partners LLC
|
|
|
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|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
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|
|
Utah Retirement Systems
|
|
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|
|
Fiduciary Planning LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
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|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Square Peg Capital Pty Ltd
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Keystone Investors Pte Ltd
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
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Boothbay Fund Management, Llc
|
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BankPlus Trust Department
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Jefferies Financial Group Inc.
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Oak Ridge Investments Llc
|
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RFG Advisory, LLC
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Frank, Rimerman Advisors LLC
|
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WIM INVESTMENT MANAGEMENT Ltd
|
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Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
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Advisors Asset Management, Inc.
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Global Wealth Management Investment Advisory, Inc.
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Accel Wealth Management
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Jackson Square Capital, Llc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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LPL Financial LLC
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|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
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CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
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Allianz Asset Management GmbH
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Armstrong Advisory Group, Inc
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Clearbridge Investments, LLC
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SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
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PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
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|
WealthTrak Capital Management LLC
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Siemens Fonds Invest GmbH
|
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Malaga Cove Capital, LLC
|
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RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
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Titleist Asset Management, Llc
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Frontier Capital Management Co Llc
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Cwm, Llc
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IFS Advisors, LLC
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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Security National Bank
|
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ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
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Bank Of Nova Scotia
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Silvant Capital Management LLC
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Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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Victory Capital Management Inc
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Ag2r La Mondiale Gestion D'actifs
|
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Capital International Ltd /ca/
|
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Handelsbanken Fonder AB
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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Main Street Financial Solutions, LLC
|
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Miller Financial Services LLC
|
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Centaurus Financial, Inc.
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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Plante Moran Financial Advisors, LLC
|
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Wealthedge Investment Advisors, Llc
|
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Seven Springs Wealth Group, LLC
|
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Alliance Wealth Advisors, LLC /UT
|
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Forte Capital Llc /adv
|
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AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
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Migdal Insurance & Financial Holdings Ltd.
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Sender Co & Partners, Inc.
|
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USS Investment Management Ltd
|
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SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
|
|
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|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
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Balboa Wealth Partners
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
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|
Sands Capital Management, Llc
|
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|
Entropy Technologies, LP
|
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REAP Financial Group, LLC
|
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KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
WCBR - WisdomTree Trust - WisdomTree Cybersecurity Fund N/A
|
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|
Kilter Group LLC
|
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|
Employees Retirement System of Texas
|
|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
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|
Strategy Capital LLC
|
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|
|
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|
Gilder Gagnon Howe & Co Llc
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
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|
Plato Investment Management Ltd
|
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|
Bank Of Montreal /can/
|
|
|
|
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|
Pacific Wealth Strategies Group, Inc.
|
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|
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|
Total Investment Management Inc
|
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|
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|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
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|
Consolidated Capital Management, Llc
|
|
|
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|
Chicago Partners Investment Group LLC
|
|
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Cornerstone Enterprises, Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
|
|
|
|
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
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Pitcairn Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Horizon Investments, LLC
|
|
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|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Hennion & Walsh Asset Management, Inc.
|
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LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
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|
Traub Capital Management LLC
|
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|
Independent Solutions Wealth Management, LLC
|
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AE Wealth Management LLC
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
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|
Lindbrook Capital, Llc
|
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|
RMB Capital Management, LLC
|
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VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
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|
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class
|
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|
Huntleigh Advisors, Inc.
|
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Fortitude Family Office, LLC
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Belpointe Asset Management LLC
|
|
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
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|
Nwi Management Lp
|
|
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Palogic Value Management, L.P.
|
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NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
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|
Cromwell Holdings LLC
|
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Smartleaf Asset Management LLC
|
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Envestnet Portfolio Solutions, Inc.
|
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Paradigm Financial Partners, Llc
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Wellington Management Group Llp
|
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TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
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|
Paces Ferry Wealth Advisors, Llc
|
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TABR Capital Management, LLC
|
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Wedmont Private Capital
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
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|
UBS Group AG
|
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State Street Corp
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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Pensionmark Financial Group, Llc
|
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Meeder Asset Management Inc
|
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Paragon Advisors, LLC
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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American Century Companies Inc
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Central Pacific Bank - Trust Division
|
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Nikko Asset Management Americas, Inc.
|
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Harvest Fund Management Co., Ltd
|
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Axa S.a.
|
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Ambassador Advisors, LLC
|
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Barnes Dennig Private Wealth Management LLC
|
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|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
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|
Miracle Mile Advisors, LLC
|
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GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
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|
Prescott Group Capital Management, L.l.c.
|
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Franklin Resources Inc
|
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Royal Bank Of Canada
|
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DC Investments Management, LLC
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
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|
Vontobel Holding Ltd.
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
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|
Polymer Capital Management (HK) LTD
|
|
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|
UMA Financial Services, Inc.
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
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|
Whittier Trust Co
|
|
|
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|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
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|
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|
Commerce Bank
|
|
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|
a16z Perennial Management, L.P.
|
|
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|
Bogart Wealth, LLC
|
|
|
|
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|
Powell Investment Advisors, LLC
|
|
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|
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|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
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|
Pictet Asset Management Holding SA
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
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|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
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|
Bank Of Hawaii
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Consolidated Press International Holdings Ltd
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Alfreton Capital LLP
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
MYDA Advisors LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Pier 88 Investment Partners Llc
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Profunds - Profund Vp Internet
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
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|
|
|
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
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|
Umb Bank N A/mo
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
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|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
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|
Oak Thistle LLC
|
|
|
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|
|
Geode Capital Management, Llc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
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|
ORG Partners LLC
|
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|
Maseco Llp
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Long Walk Management Lp
|
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|
|
Wells Fargo & Company/mn
|
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|
Russell Investments Group, Ltd.
|
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|
Twin Tree Management, LP
|
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|
|
Lazard Asset Management Llc
|
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|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Quarry LP
|
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|
|
LRI Investments, LLC
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
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|
Hemington Wealth Management
|
|
|
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|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
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|
|
Norges Bank
|
|
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|
|
TD Waterhouse Canada Inc.
|
|
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|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
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|
Taylor Frigon Capital Management LLC
|
|
|
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|
|
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Brandywine Managers, Llc
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Aequim Alternative Investments LP
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Susquehanna Advisors Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
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|
Financial Network Wealth Advisors LLC
|
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|
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|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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|
Sovran Advisors, LLC
|
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|
Prime Capital Investment Advisors, LLC
|
|
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|
Envestnet Asset Management Inc
|
|
|
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|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
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|
|
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|
Dimensional Fund Advisors Lp
|
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|
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|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
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|
Everence Capital Management Inc
|
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|
Everhart Financial Group, Inc.
|
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ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Principal Securities, Inc.
|
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TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
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|
Ostrum Asset Management
|
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|
Axxcess Wealth Management, Llc
|
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|
Pallas Capital Advisors LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Johnson Investment Counsel Inc
|
|
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|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
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|
Atria Investments Llc
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
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|
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|
Cravens & Co Advisors, LLC
|
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|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
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|
|
LGT Group Foundation
|
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|
Nomura Holdings Inc
|
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S&t Bank/pa
|
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LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
Rakuten Investment Management, Inc.
|
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AlphaCore Capital LLC
|
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|
Baker Chad R
|
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Gill Capital Partners, Llc
|
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International Assets Investment Management, Llc
|
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Private Trust Co Na
|
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GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class
|
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|
Jones Financial Companies Lllp
|
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|
Paradigm Asset Management Co Llc
|
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SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
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|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Ossiam
|
|
|
|
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|
Castle Rock Wealth Management, LLC
|
|
|
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|
Forsta Ap-fonden
|
|
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United Community Bank
|
|
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Optiver Holding B.V.
|
|
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|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
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|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
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|
Pinnacle Associates Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
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|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
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|
|
Credit Agricole S A
|
|
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|
Retireful, LLC
|
|
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
|
|
Swiss National Bank
|
|
|
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|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
Reliant Investment Partners, LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
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|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
BlackRock Innovation & Growth Trust
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
INPIX - Profunds - Internet Ultrasector Profund Investor Class
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
|
|
WPG Advisers, LLC
|
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|
Financial Management Professionals, Inc.
|
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|
Millennium Management Llc
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I
|
|
|
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|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
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|
Real Talk Capital, LLC
|
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|
Souders Financial Advisors
|
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|
Advisor OS, LLC
|
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|
Allworth Financial LP
|
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|
Montag A & Associates Inc
|
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|
Nbc Securities, Inc.
|
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|
Park Square Financial Group, LLC
|
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|
Ameriprise Financial Inc
|
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|
E Fund Management Co., Ltd.
|
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|
D. E. Shaw & Co., Inc.
|
|
|
|
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|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
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|
|
Tidemark, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
|
Palumbo Wealth Management LLC
|
|
|
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|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Manchester Global Management (UK) Ltd
|
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|
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|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
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|
Quent Capital, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Mml Investors Services, Llc
|
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|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
|
|
|
|
|
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
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|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
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|
Numerai GP LLC
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
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|
|
|
Strategic Planning Group, Llc
|
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|
|
Hestia Capital Management, LLC
|
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|
Abn Amro Investment Solutions
|
|
|
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|
|
Acadian Asset Management Llc
|
|
|
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|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
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|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
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|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
12 West Capital Management LP
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Grandeur Peak Global Advisors, LLC
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
BlackRock Science & Technology Trust II
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Bitwise Funds Trust - Bitwise Web3 ETF
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
|
|
|
|
|
Whetstone Capital Advisors, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Kazazian Asset Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
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Lountzis Asset Management, Llc
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
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Hancock Whitney Corp
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Capital International Inc /ca/
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SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
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Stonekeep Investments, LLC
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
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Fortis Capital Advisors, LLC
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Jennison Associates Llc
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Neuberger Berman Group LLC
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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Allianzgi Diversified Income & Convertible Fund
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Richard W. Paul & Associates, LLC
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Hummer Financial Advisory Services Inc
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Financial Advisory Service, Inc.
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Savant Capital, LLC
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Bessemer Group Inc
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Ballentine Partners, LLC
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
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TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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Beacon Capital Management, LLC
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Barings Llc
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ROSS\JOHNSON & Associates LLC
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Summit Financial, LLC
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Vanguard Group Inc
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MAI Capital Management
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Cresset Asset Management, LLC
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XT - iSHARES TRUST - iShares Exponential Technologies ETF
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Creekmur Asset Management LLC
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JT Stratford LLC
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FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
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Nicholas Investment Partners, LP
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MSS Series Trust - One Rock Fund
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Toroso Investments, LLC
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Brown Advisory Inc
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Prudential Plc
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Skandinaviska Enskilda Banken AB (publ)
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ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
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Hughes Financial Services, LLC
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FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
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Varma Mutual Pension Insurance Co
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Mirae Asset Global Investments Co., Ltd.
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
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Sandy Spring Bank
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
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Skopos Labs, Inc.
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
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Cynosure Management, Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
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