|
Geneos Wealth Management Inc.
|
|
|
|
|
|
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares
|
|
|
|
|
|
Renaissance Technologies Llc
|
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|
|
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|
Hohimer Wealth Management, Llc
|
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|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
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|
|
|
|
We Are One Seven, 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
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
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|
|
|
|
EverSource Wealth Advisors, LLC
|
|
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|
Royal Bank Of Canada
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Federated Hermes, Inc.
|
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|
|
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|
Vanguard Group Inc
|
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|
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|
Philadelphia Trust Co
|
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|
Boston Partners
|
|
|
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|
ICONIQ Capital, LLC
|
|
|
|
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|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
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|
|
Franklin Resources Inc
|
|
|
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|
|
Souders Financial Advisors
|
|
|
|
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|
T. Rowe Price Investment Management, Inc.
|
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|
|
|
|
Farther Finance Advisors, LLC
|
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|
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|
Prudential Financial Inc
|
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|
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|
Marshall Wace, Llp
|
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|
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|
Two Sigma Advisers, Lp
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
|
|
NatWest Group plc
|
|
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|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
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|
Oppenheimer & Co Inc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF
|
|
|
|
|
|
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
|
|
|
|
|
|
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class
|
|
|
|
|
|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class
|
|
|
|
|
|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
|
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|
Bnp Paribas
|
|
|
|
|
|
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
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|
|
Amundi
|
|
|
|
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|
First Hawaiian Bank
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
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|
Holocene Advisors, LP
|
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|
Assenagon Asset Management S.A.
|
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|
|
PDS Planning, Inc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
|
|
|
|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares
|
|
|
|
|
|
EWC - iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
Heathbridge Capital Management Ltd.
|
|
|
|
|
|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1
|
|
|
|
|
|
Epacria Capital Partners, Llc
|
|
|
|
|
|
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I)
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Mudita Advisors LLP
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
Gold Investment Management Ltd.
|
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Institute for Wealth Management, LLC.
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FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
|
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Transamerica Financial Advisors, Inc.
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Mercer Global Advisors Inc /adv
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Brown Advisory Inc
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Citizens National Bank Trust Department
|
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Wetherby Asset Management Inc
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Bessemer Group Inc
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MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
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|
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|
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
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Lee Financial Co
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GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
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AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
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ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
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SkyView Investment Advisors, LLC
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Sittner & Nelson, Llc
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Synovus Financial Corp
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JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
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Sagespring Wealth Partners, Llc
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Hennessy Advisors Inc
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FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
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|
Cambridge Investment Research Advisors, Inc.
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Toth Financial Advisory Corp
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
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Harbour Investments, Inc.
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JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF
|
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Natixis Advisors, L.p.
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Hillsdale Investment Management Inc.
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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Quantinno Capital Management LP
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Blackrock Energy & Resources Trust
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Intech Investment Management Llc
|
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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American Trust
|
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Cary Street Partners Financial Llc
|
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MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
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Bahl & Gaynor Inc
|
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YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
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Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
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Erste Asset Management GmbH
|
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Nicola Wealth Management Ltd.
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Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
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Connor, Clark & Lunn Investment Management Ltd.
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SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Cerity Partners LLC
|
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Raymond James Financial Inc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
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|
Truist Financial Corp
|
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Vise Technologies, Inc.
|
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Eagle Global Advisors Llc
|
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IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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Old National Bancorp /in/
|
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|
Investment Management Corp /va/ /adv
|
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|
Whittier Trust Co Of Nevada Inc
|
|
|
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|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
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|
|
High Note Wealth, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
TCTC Holdings, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Jackson Square Capital, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y
|
|
|
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|
Sierra Ocean, Llc
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
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|
Barclays Plc
|
|
|
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|
Shell Asset Management Co
|
|
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|
TD Waterhouse Canada Inc.
|
|
|
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|
Crossmark Global Holdings, Inc.
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
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|
|
Tortoise Investment Management, LLC
|
|
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|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF
|
|
|
|
|
|
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
GeoSphere Capital Management
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund
|
|
|
|
|
|
Goehring & Rozencwajg Associates, LLC
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
STXI - EA Series Trust - Strive International Developed Markets ETF
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Cadence Wealth Management LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Heronetta Management, L.P.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
NOIGX - Northern Funds - Northern International Equity Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Immersion Capital LLP
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
GWM Advisors LLC
|
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|
Guardian Partners Inc.
|
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|
GPS Wealth Strategies Group, LLC
|
|
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|
Yousif Capital Management, Llc
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
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|
|
Gables Capital Management Inc.
|
|
|
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|
Cravens & Co Advisors, LLC
|
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|
Waterfront Wealth Inc.
|
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
Parkwood LLC
|
|
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|
First Heartland Consultants, Inc.
|
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|
Kornitzer Capital Management Inc /ks
|
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|
RD Lewis Holdings, Inc.
|
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|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
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|
Janus Henderson Group Plc
|
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|
Maryland State Retirement & Pension System
|
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CenterBook Partners LP
|
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|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
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|
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|
Cromwell Holdings LLC
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
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|
|
|
|
Cigna Investments Inc /new
|
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|
Susquehanna International Group, Llp
|
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|
SOUTH STATE Corp
|
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YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N
|
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|
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|
Credential Qtrade Securities Inc.
|
|
|
|
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|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
|
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|
|
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|
HHM Wealth Advisors, LLC
|
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|
Anson Funds Management LP
|
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|
United Capital Financial Advisers, Llc
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
M&t Bank Corp
|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
Signaturefd, Llc
|
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|
Armstrong Advisory Group, Inc
|
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|
American Century Companies Inc
|
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|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
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|
Voloridge Investment Management, Llc
|
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|
Umb Bank N A/mo
|
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Corient IA LLC
|
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Unigestion Holding SA
|
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SIG North Trading, ULC
|
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|
D.a. Davidson & Co.
|
|
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|
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|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
|
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|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Galibier Capital Management Ltd.
|
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Spears Abacus Advisors LLC
|
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|
Legal & General Group Plc
|
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|
Picton Mahoney Asset Management
|
|
|
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|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
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|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Mufg Securities (canada), Ltd.
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
GRIN - Victory Portfolios II - VictoryShares International Free Cash Flow Growth ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
NewGen Equity Long/Short Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
|
|
|
|
|
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Robotti Robert
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund
|
|
|
|
|
|
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF
|
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NewGen Asset Management Ltd
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QV Investors Inc.
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Principal Securities, Inc.
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IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
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KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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Yaupon Capital Management LP
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Voya Investment Management Llc
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Shelton Capital Management
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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Capital International Ltd /ca/
|
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Salem Investment Counselors Inc
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF
|
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Conning Inc.
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DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
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FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund
|
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
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Fifth Third Bancorp
|
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Park Avenue Securities Llc
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FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
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|
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund
|
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Tudor Investment Corp Et Al
|
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Nebula Research & Development LLC
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Wealth Enhancement Advisory Services, Llc
|
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Cetera Investment Advisers
|
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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Steward Partners Investment Advisory, Llc
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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MBEQX - M FUND INC - M International Equity Fund
|
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FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF
|
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Mesirow Financial Investment Management, Inc.
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Exencial Wealth Advisors, Llc
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CoreCommodity Management, LLC
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Twin Tree Management, LP
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Merrion Investment Management Co, LLC
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FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
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HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
|
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|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
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DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
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Hm Payson & Co
|
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Lincluden Management Ltd
|
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Coldstream Capital Management Inc
|
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Dakota Wealth Management
|
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Louisbourg Investments Inc.
|
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Financial Perspectives, Inc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
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|
Atlantic Union Bankshares Corp
|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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Intrua Financial, LLC
|
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FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
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Resources Investment Advisors, LLC.
|
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CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
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CI Private Wealth, LLC
|
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Wallington Asset Management, LLC
|
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PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
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Glenmede Trust Co Na
|
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IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
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Employees Retirement System of Texas
|
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Pacific Heights Asset Management Llc
|
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SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
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|
Beacon Capital Management, LLC
|
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Macquarie Group Ltd
|
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NewSquare Capital LLC
|
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DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
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|
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund
|
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
Waratah Capital Advisors Ltd.
|
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|
Merewether Investment Management, LP
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
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|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
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|
Allianz Asset Management GmbH
|
|
|
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|
|
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P
|
|
|
|
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|
AA Financial Advisors, LLC
|
|
|
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|
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3
|
|
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|
Swiss National Bank
|
|
|
|
|
|
Two Sigma Investments, Lp
|
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|
Mariner, LLC
|
|
|
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|
Peak Financial Advisors Llc
|
|
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|
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
|
|
|
|
|
NMIEX - Northern Funds - Active M International Equity Fund
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class
|
|
|
|
|
|
TPIF - TIMOTHY PLAN - Timothy Plan International ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
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Ashton Thomas Private Wealth, LLC
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Total Investment Management Inc
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True Wealth Design, LLC
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Bank Of Nova Scotia
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Grove Bank & Trust
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Ruggaard & Associates LLC
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Hudson Bay Capital Management LP
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Whittier Trust Co
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GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
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First Command Advisory Services, Inc.
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
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HighTower Advisors, LLC
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Snowden Capital Advisors LLC
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BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
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Empowered Funds, LLC
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Lorne Steinberg Wealth Management Inc.
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Verdence Capital Advisors LLC
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
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Guardian Capital Lp
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Stokes Family Office, LLC
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Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
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FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
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Creative Planning
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J.w. Cole Advisors, Inc.
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Point72 Europe (London) LLP
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CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A
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Caitong International Asset Management Co., Ltd
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
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Uncommon Cents Investing LLC
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Pacer Advisors, Inc.
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Rsm Us Wealth Management Llc
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Triasima Portfolio Management inc.
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Invesco Ltd.
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
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BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
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IMC-Chicago, LLC
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ANDNX - AQR Funds - AQR International Defensive Style Fund Class N
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Park Place Capital Corp
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
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Clarius Group, LLC
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Hurley Capital, LLC
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CoreCap Advisors, LLC
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Bleakley Financial Group, LLC
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FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
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PCJ Investment Counsel Ltd.
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Independent Advisor Alliance
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Royal London Asset Management Ltd
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Private Advisor Group, LLC
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Point72 Asia (Singapore) Pte. Ltd.
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Hara Capital LLC
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Wolverine Trading, Llc
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
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