|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A
|
|
|
|
|
|
Iridian Asset Management Llc/ct
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
|
|
|
|
|
Meritage Group LP
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Rivernorth Opportunities Fund, Inc.
|
|
|
|
|
|
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
STXI - EA Series Trust - Strive International Developed Markets ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Mufg Securities (canada), Ltd.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
EWC - iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
New Vernon Capital Holdings II LLC
|
|
|
|
|
|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
RDST Capital LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
DINT - Davis Fundamental ETF Trust - Davis Select International ETF
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Corvex Management LP
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
Baupost Group Llc/ma
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P
|
|
|
|
|
|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Continental Grain Co
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF
|
|
|
|
|
|
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
DAINX - Dunham Funds - Dunham International Stock Fund Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
EdgePoint Investment Group Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
SIG North Trading, ULC
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Pershing Square Capital Management, L.P.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
JCP Investment Management, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MIC Capital Management UK LLP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Inkwell Capital Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
